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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.
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.