Finance & Budget - Individuals
General Inquiries
Location
Finance & Budget Products
- Personal Budget Development
- Savings & Investment Consultation
- Comprehensive Budget Development & Investment Planning
- 401k Consultation
- Youth Programs
Overview - Individuals
Personal finance is a topic that is on everyone’s mind these days, and it is often an area that is quite difficult for people to understand and manage. TLVG takes pride in our ability to demystify the world of finance and make it easy to comprehend. We work with each client to fully understand their goals and objectives and we work with them to develop the tools for attainment. During our decade of consulting in this area, our loyal following has benefitted from our educational approach.
We begin with a review of current spending and debt to understand areas for improvement. We work with the client to develop their financial goals. Once goals are in place we develop a budget designed to help the client attain them. Monitoring services are provided to ensure adherence to plan. Similar to our approach with corporations, focus is on improving performance and assuring sustainability. As a result our level of savings is often much higher than other firms, however, it does provide much greater security to the individual or family, especially during tough economic times.
Our Savings & Investment program has a heavy emphasis on education since we want our clients to fully understand their investments. We work to ensure that they adapt to a changing environment of shorter tenured employment, longer life spans and decreasing pensions. We work with clients to understand goals and develop the plan for attainment.
This is by far our most popular offering, where we combine both our Personal Budget Development and Savings & Investment Consultation programs to meet our clients’ needs. There is a cost savings advantage for this program.
A quick review of client’s 401k plan & allocations. Recommendations are provided for improvement
based on client’s profile.
So, You Want To Be A Millionaire?
An interactive seminar to help youth understand the
correlation between education and income earning potential, the time-value of money and the importance
of saving & investing and why spending must be focused and controlled.
Getting the young people engaged in the session is what makes this program so successful. The students leave with a greater sense of the importance of education to their lives.