Anglia Advisors offers gift cards for private two- or three-hour individual one-on-one personal finance advisory sessions for individuals or couples in their 20s, 30s and early 40s with an experienced, fully-qualified CERTIFIED FINANCIAL PLANNER™ professional. These sessions would be in the format of our Single Sessions, the difference being that the session time is purchased for someone else; a loved one, BFF, family member, colleague - someone you believe is at a point in their life where they could really benefit from sitting down with a CERTIFIED FINANCIAL PLANNER™ professional and receive customized personal finance advice in areas like savings and investments, portfolio construction, workplace benefits and retirement plans, real estate and mortgages, debt management, tax optimization, college funding, estate planning, insurance and more.
This can be for someone or a couple that you know who may be on the brink of a life event like:
Real estate purchase
Sudden wealth, eg. from an inheritance, business sale, legal settlement etc.
Professional disruption (new job or job loss)
Regional or international relocation
Or else it could be a friend or relative that may be financially stressed or rudderless coming out of a traumatic event such as divorce or widowhood and in need of some calming, empathetic personal finance guidance from a professional experienced in the financial consequences of emerging into the “Suddenly Single” world.
Or perhaps a recent college graduate, about to step into the workforce for the first time and limited or no understanding of 401ks, IRAs or workplace benefits and who could be far more prepared following an overview with a personal finance consultant. What better graduation present could there be?
Or it could be that person we all know who just needs some help and guidance with their personal financial behavior. Often, it is the friends and loved ones of these people who see the need for professional help before they do so themselves. These behaviors can include overconfidence, overspending, financial recklessness, failure to save and invest, propensity for making excessively high risk investments often as a result of taking advice from an inappropriate (even predatory) financial advisor or unqualified family member or the opposite, an irrational fear of taking any financial risk whatsoever. Or someone who is simply intimidated and stressed by the whole world of personal finance and could make use of patient, qualified explanations and guidance.
Or maybe you are a decision-maker in a small to mid-size corporation who sees value in the personal financial well-being of your staff and wants a cost-efficient way to get them in front of a qualified CERTIFIED FINANCIAL PLANNER™ professional for an invaluable personal finance session.
Or maybe you are in a different branch of financial or legal services who would like to provide an opportunity to some particularly valuable clients to benefit from a personal finance session given by a qualified, experienced CFP®.
Or maybe you are an immigration attorney who wants to add a high quality service for particularly valuable inbound clients or employing firms. Immigration attorneys are particularly suitable since we specialize in consultations with recently-arrived foreign nationals (a three hour session is recommended for this kind of consultation).
See below for special pricing for the purchase of multiple cards.