What you'll get
with NextGen.
Annual Guidance Meeting
- One hour session with lead Financial Planner Heather Moir-Dangler, CLU®, ChFC®, CASL®
- Analyze financial position & objectives
- Create strategy to meet client’s goals
Post Meeting Follow-up
- Deliver detailed meeting notes and individualized go forward action plan
Ongoing Services & Offerings
- Support
- Online vault access to your personal documents
- Quarterly Check-ins
- Multiple touch points to support your action plan follow through
- Education
- Exclusive access to educational videos
- Webinars
- Customized quizzes to test your knowledge
- Notifications & Updates
- Market updates
- Tax updates
- Policy updates
Customized Guidance Categories
-Any two financial guidance categories of your choice included in standard subscription.
-Each additional guidance category is available for $175/year or $15.91/month.
- Savings Strategy
- Outline savings plan with timeline and key milestones
- 401(k) Evaluation
- Analyze investment options available in your Plan
- Assist in determining your contribution strategy
- Debt Pay-off Strategy
- Guidance on refinancing and payment plan
- Portfolio Review
- Review of investment accounts with recommendations on how to improve
- Home Buyer Road Map
- Guidance on down-payment target and savings strategy
- Insurance Evaluation
- Analysis to determine if you have enough insurance to meet your needs
- Tax Strategy
- Guidance on how to minimize your tax burden
- Career Advancement Guidance
- Show different ways and methodologies to advance your career
- Business Basics
- Business plan review