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Clear View Wealth Advisors, LLC Logo

Essex County Financial Planner Offers New Service to Promote Personal Fiscal Fitness

Clear View Wealth Advisors Announces WealthCare Tune-Up Program to provide affordable access to CFP Professional and financial planning services to eastern Massachusetts consumers. Online tools allow ongoing support to track financial fitness.

 
PRLog - Jan. 3, 2013 - LAWRENCE, Mass. -- Each year, Americans begin their New Year with resolutions.  Typically these focus on some area of self-improvement like weight loss, jobs, relationships or personal finance.  More often than not, these resolutions are dropped by the wayside like so much confetti and party hats as soon as the ball drops in Times Square announcing the beginning of a New Year.

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,” said the veteran financial planner, “but I know from personal and professional experience that people do better when they have both a plan and a coach who helps them.”  And even though consumers acknowledge in surveys that they may need help, they think that financial planning is either too expensive or inaccessible to them.

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-bumper’ review and tune up of their current financial situation along with answers to pressing questions,” he added. For many people, a WealthCare Tune-Up is all that is needed each year to stay on track financially.

“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,” noted Stanganelli who added that “many folks don’t need monthly meet­ings, an expensive leather binder or sales calls from someone every quarter when all they want is a trusted advisor instead of a financial salesperson to make sure everything is OK and to be available should something come up when you do need help.”

“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.

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Contact Email:
***@clearviewwealthadvisors.com Email Verified
Source:Clear View Wealth Advisors, LLC
Phone:978-388-0020
Zip:01843
City/Town:Lawrence - Massachusetts - United States
Industry:Finance, Investment
Tags:personal finance, financial planning, wealth management, Financial Tune Up, cfp
Shortcut:prlog.org/12052767
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