New Grad/Personal Finance Basics Roadmap

Service Description

Congrats! Your new or recent grad is launching into the world. Set them up for financial success with a Personal Finance Basics Roadmap designed to help new grads navigate critical financial areas and avoid common mistakes. This Roadmap is perfect for anyone about to graduate from college or who has recently graduated from college. The roadmap is a financial plan that navigates budgeting, debt and credit management, and retirement planning. What to Expect Before the session: Survey questions to understand financial and employment situation. During the session: Discuss the survey response for clarification and understanding, and develop a roadmap with actions and milestones. After the session: Milestone check-ins by email for the first three months.

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