A Personal Financial Checkup (PFC) is a complimentary, no-obligation service designed to help individuals and families better understand their financial situation and goals. Through this process, our licensed Associates work closely with clients to identify areas of need and provide guidance that supports informed financial decision-making.

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During the checkup, our Associates sit down with individuals, families, or business owners to break down key financial concepts in a way that’s easy to grasp. By learning about your current circumstances and future aspirations, they’ll create a personalized snapshot of your overall financial well-being.

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Importantly, our Associates are trained to keep the first meeting focused on education—not sales. This allows clients to evaluate their own financial picture and consider their next steps at a pace that feels right, without any pressure.