But this year can be different and one local financial planning firm has resolved to help consumers get back on track with their personal finances. Steve Stanganelli, a CERTIFIED FINANCIAL PLANNER™ professional and managing member of Clear View Wealth Advisors, LLC, an independent investment advisory and financial planning firm, announced today the launch of his firm’s WealthCare Tune-Up program.
“Too often people start the year with the best of intentions,”
The WealthCare Tune Up program is designed to counter that misconception by making financial planning more accessible at a reasonable fixed cost “starting at less than half the cost of a cup of coffee at Dunkin Donuts,” explained Stanganelli. The program uses a thirteen-point checklist and a web-based collaboration and planning tool covering areas such as credit, cash management, insurance protection, risk capacity, investments and estate planning. In a single two-hour session a five-star rated Certified Financial Planner™ professional of the firm will help consumers identify strengths and weaknesses and offer actionable coaching tips to improve their personal finances.
Stanganelli compared this program to a car tune-up or an annual physical with a doctor. “Preventive care is often cheaper than dealing with a major fix later. Here for a low, flat fee consumers will get a complete ‘bumper-to-
“While most financial advisors offer financial plans, these usually focus on the investment portion of a person’s finances and often they are nothing more than a sales pitch for some investment,”
“The first step to building wealth and a life with less stress and fewer worries is getting control over your financial situation today,” noted the Amesbury-based financial planner. “In this season of resolutions, now’s a good time to start to get in better personal fiscal shape with this Tune-Up plan and a coach.”
As with all financial planning programs offered by the firm, Stanganelli emphasized that a portion of client planning fees will be donated to educational and advocacy efforts focused on stemming gun violence.
To learn more about Clear View Wealth Advisors or Steve Stanganelli, visit: www.ClearViewWealthAdvisors.com.