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Clarity

Chris Grande

Belmont, MA

Helping Linchpins - Executives, Sales VPs and entrepreneurs 80/20 their financials and achieve their higher purpose.

Work with Delegators - delegate wealth issues to us and you focus on what you do best.

See: http://www.planwithchris.com/disclaimer/ for important disclosures on my practice.

$3.33/min

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Employee Benefits Education Investments Strategic Financial Planning

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I Will Conduct a Financial Education Workshop for Your Employees

Want another way to look good in front of your employees?

Offer them an education benefit that will save them from costly mistakes in the long run. Offer financial education from an unbiased source - me!

In 2016 I am still amazed that highly educated, and intelligent employees of solid companies often have low financial education levels. People whom I think would know financial basics just don't.

Perhaps their intense focus on what they do best means they spend less time on topics that are not of interest or not their expertise. Whatever the reason, many need education.

I can provide that. I can educate about employee benefit options and how they intermingle with personal financial planning and make your HR dept and company look like a hero for providing solid education.

I Will Help You Navigate Your Employee Benefits

You have choices - health insurance, life insurance, disability insurance, 401k, stock purchase plans, FSA, HSA. I can help you understand your choices to help you come to a decision.

I Will Help You Organize Your Financial Picture

Do you want to win financially? Financial success is all about the 80/20 rule. And for starters, It's better to be organized. What should you be looking at for insurance? What are the best accounts to hold your assets? How do you protect and grow your money? Maybe you'll be taking care of parents and likely some kids. Where to begin? I can help.

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Member since January 2016