Empowering high achievers to confidently reclaim control of their life by clearing away the fog of financial complexity, simplifying decisions and paving a path toward a purposeful future void of worry and regret.
Open Enrollment for employee benefit elections typically happens in the fall around October/November. It's a great time to evaluate your options to determine whether you should make changes for next year. For some, this can be overwhelming. We're here to help! We incorporate benefit reviews as part of our ongoing financial advice process which helps you maximize your money through educated decision making. Wouldn't it be great to have someone to help you make sense of and feel empowered in ALL areas of your finances? If this is something you struggle with and you'd like to learn more, I would encourage you to reach out today. #personalfinancialplanning #benefitsenrollment #openenrollment
