Money Map
Financial Security is a Necessity!
Let Grad Plan help you build a strong financial future!
To better assist our clients in developing fiscally responsible lives, we've created the Money Map. The Money Map is a bundled product designed to increase financial literacy, and critical thought on money and its leveraging potential. Additionally the Money Map serves as a guiding financial checklist, which clients can follow through physical application and execution.
Within the provided map we teach and show clients how to:
To better assist our clients in developing fiscally responsible lives, we've created the Money Map. The Money Map is a bundled product designed to increase financial literacy, and critical thought on money and its leveraging potential. Additionally the Money Map serves as a guiding financial checklist, which clients can follow through physical application and execution.
Within the provided map we teach and show clients how to:
- Open a bank/credit union account
- Develop a budget
- Create an taxable investment account
- Determine risk/return on investment ratio
- Establish retirement accounts (401ks/IRAs)
- Obtain life insurance
- Build credit
- Create a credit tracking account
- File taxes
- Launch a business
In addition, clients will be invited to join online learning sessions led by experienced industry professionals; in effort to provide detailed financial analysis and topical clarity.
Ready to start your journey towards financial security?
