The Saxon Financial Group next-generation education program intends to provide the necessary resources and knowledge to our client’s families so that they may be the best steward of their assets. These meetings are a safe place to have confidential conversations about financial matters so that you can acquire the skills necessary to live a fulfilled life without fear or concern about money.
We will arrange a meeting with you via Zoom or in-person for a meet and greet to review the program. We will:
How Do I make My Money Make Money?
Setting your goals, both long-term and short-term, is where we start. After we know what you want to accomplish, we look at how those goals and saving for them will fit in with your day-to-day expenses and how we can save along the way.
Going through this educational program helps you see a clearer picture on issues of: