Budgeting & Cash Flow Coaching
Understanding how your money is being spent is the first step towards building long-term financial security. At Fieldcrest Financial, we’ll teach you how to align your dollars with your intentions by developing a personalized strategy to tackle debt, set savings goals, & manage monthly expenses.
Education Planning
Whether for yourself or your children, we’ll help you determine the best saving and spending strategies for every level of education. At Fieldcrest Financial, we’ll provide tailored advice to ensure your educational financial planning aligns with your goals and timelines.
Home & Large Purchase Analysis
Making a home or other large purchase can significantly impact your short and long-term financial future. At Fieldcrest Financial, we’ll help you explore and analyze all your options and provide personalized guidance at every stage of the decision-making process.
Investment & Retirement Planning
Confused by your employer’s retirement plan, unsure whether to contribute to a Roth or Traditional IRA, or uncertain about which stocks to invest in? At Fieldcrest Financial, we’ll help you understand your current retirement or investment portfolio and provide you with the right guidance to make the most of your financial future.
