Budget Coaching
After completing your Holistic Financial Review with us, it may become evident that Cash Flow and Debt Management is your highest priority.
Averett Financial offers a series of Budget Coaching sessions to:
- Give you tools to track your spending
- Help you create a budget
- Recommend or give you tools to evaluate monthly spending vs budget
- Assistance making tweaks and adjustments to increase your success rate
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
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Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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How Much Do You Know About Investing?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."