It’s Never Too Early to Meet with a Financial Planner

One of the great lessons of 2020 is that it’s never too early to plan. At a national and household level, conversations are being had about financial planning, being intentional with resources, and looking towards the future. Most young earners have watched their lives and finances grow more complicated over the last few years but, frankly, remain under-served by our industry. Traditionally, wealth management and access to quality unbiased planners (who actually know you rather than sit in a call center) have been reserved for folks who have already accumulated a significant amount of wealth.

To fill that void, and to make sure that today’s 20, 30, and 40-somethings are better prepared to be tomorrow’s successful near-retirees, Armor is introducing a Financial Wellness subscription service. Intended for early to mid-career families that haven’t had the years to accumulate portfolios just yet, but want a personal, ongoing relationship with a planner. We are excited to offer a template for busy professionals who would rather use their time doing what they do best, and leave the worrying to us.

It’s always been a part of Armor’s vision to serve the next generation of savers, but conventional management fees or by-the-hour consultations haven’t been the right fit for busy early-career professionals. Now we have a great group of young planners who have reviewed industry best practices to create the right solution.

Financial Wellness subscribers will have access to high quality planning software, on-call support by our team of CFP® Professionals, and monthly proactive communication from us. We start the process by sitting down together to review a client’s current situation and to hammer out a calendar for our check-ins and other events. A secure online document vault and invitations to Armor social and educational events are included.

If you’d like more details, or if you know someone who might benefit from ongoing stewardship and coaching, please don’t hesitate to reach out to Allison, Graham, or me. Armor is excited to offer something fitting for young earners who are navigating ever more complicated careers and finances, and this year has proven that there is no better time to work on your peace of mind!

 

The Certified Financial Planner™ (CFP®) certification is obtained by completing the CFP Certification Examination. Candidates must complete a CFP-board registered program or hold certain designations. As a prerequisite the candidate must have a bachelor’s degree from an accredited college or university and have at least 3 years of full-time financial planning experience. This designation requires 30 hours of continuing education every 2 years.
Nothing contained in this publication is intended to constitute legal, tax, securities or investment advice, nor an opinion concerning the appropriateness of any investment, nor a solicitation of any type and does not guarantee future results. The information contained in this publication should not be acted upon without specific legal, tax and investment advice from a licensed professional. Past results are not indicative of future performance.