Your financial advisor can work with you to create a financial plan that is based on your unique financial situation and savings goals, focusing on helping you budget, save and invest in ways that will help you maximize your potential wealth in the long run, and minimize day-to-day financial stress.
In a careful process of building a trusting relationship with you around your financial needs and goals, educating you about your options, and guiding you towards financial health, your financial advisor is committed to helping you improve your financial well-being to better support yourself and your family today and into the future. We teach our clients that financial integrity is beyond product. It stems from instilling good habits and behaviors, increasing savings, and opening up your awareness of your unique relationship with money. Whatever needs to be taken care of in financial planning, understanding, and growing your wealth, your One Day In July Financial Advisor can help you get it done.
One Day In July financial planning services are included within the scope of service under the investment advisory contract and the cost is included within the Advisory Fee.
Shelburne, VT 05482
Burlington, VT 05401