Does thinking about your money make you a bit queasy? Do you have better things to be doing with you time than going through months of credit card statements and worrying about your investments? Do you just wish someone would "do" your money for you?
Easy Money is complete wealth management. From everyday bills to investing for retirement, we manage everything and send you only what you need. Your money will be working for you in tax-advantaged investment vehicles. We will also help you develop a budget that auto-populates into your account every pay period so you can start spending, guilt-free, on the things you love.
If you want to have your finances on autopilot, schedule a free consultation below to get started.
Q: What does this process look like?
A: We will have an initial meeting to understand your financial goals and lifestyle. I will set up a plan for your finances and after your approval, we will set it in place. I will send you a custom monthly snapshot of your financial progress and where your money is working. We will meet again every 6-months to adjust to any new financial goals you may have.
Q: What if I have questions about my money?
A: I am available at any time to answer questions and you will always have complete access to your money. You will have an organized and up-to-date portfolio in your customer profile to know how to access each investment vehicle.
Q: Are appointments virtual or in-person?
A: If you are in the greater-Dayton area, I'd love to meet in-person at a location convenient for you. Otherwise, I will be available virtually through Zoom.
Q: I know nothing about money, is that okay?
A: No worries! I will take care of everything for you. If you want to learn more about finances, I suggest checking out our "Young Money" program.
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