Personal Financial Services

Now that the school year is in full swing, seniors and their parents are starting the college search. Keeping track of when college applications and the financial aid packages are due is a job in itself. When my kids were in school I created a spread sheet that tracked all this dates. This made senior year less stressful.

Want to take that trip, buy a house, or have achieve some other financial goal? One way to do that is to take a financial inventory. This will show you where your money is actually going. If you are ready for this step, let me know and we can start the process.

Now that a new college year has started, don't forget to get rental insurance for your student if they live in an apartment.