A Year to Better Financial Habits

Is Personal Financial Planning for Everyone™ (PFPE™) right for you?

We’ve been working hard to make it easy for you to take control of your finances. Give us a year to help you create better financial habits – and make real progress toward your dreams.

If you read our June newsletter and blog post, you already know that Eagleson Arndt has a unique approach to financial advising. We think that Personal Financial Planning for Everyone shouldn’t be an earth-shattering concept. But the reality is that most adults don’t have – or don’t believe they have – access to customized, personal financial planning in a way that meets them where they are, gives them inspired financial plans, and brings their dreams within reach.

Financial planning isn’t just for people who are already wealthy.

It’s easy to think of financial planning services as being the realm of the already-wealthy. Do you recognize that voice in the back of your mind saying, “I’ll think about financial planning when I have $XX,000 to invest”?

The truth is, access to professional financial planning can be a game-changer during common life transitions we all experience, like:

• Transitioning from college to career
• Starting on a new career
• Paying off student debt
• Inheriting any sum of money
• Ending a marriage or domestic partnership
• Getting married
• Losing a job – or getting a big promotion
• Loss of a partner
• Relocating to another city
• Buying, selling, or planning to buy a home
• Empty nest or new children
• Injury, illness, or life circumstances that affect your ability to work or necessitate a job change
• Starting or losing a business

It’s obvious from this list that we all need financial planning services, especially through pivotal life transitions. EAFA Founder Vicki Arndt and Client Relations & Technology Manager Caleb Arndt have a heart and vision for making expert, empowering, life-changing financial planning services accessible to everyone willing to commit to better financial habits. We’re here to help you rediscover the power in your own dreams and goals.

Your dreams drive the bus.

We’ve been working hard to make it easy for you to take control of your finances. That’s why we created our subscription-based financial planning service, Personal Financial Planning for Everyone™ (PFPE™). It’s specifically designed for people who are starting – or restarting – their journey toward financial security.

When you sign up for PFPE™, we will meet with you to understand your financial goals – and making some of your dreams a reality.

PFPE is an annual commitment, billed through an affordable $45 monthly subscription. The commitment you’re making isn’t to us – you’re making a commitment to yourself at the outset. You can opt out at any time if your circumstances change and you can’t keep up with the program. But your year-long commitment allows us to work personally with you to achieve your specific financial goals and monitor a full year’s worth of progress. Your goals might include controlling monthly spending habits, paying down debt, managing student loan debt, buying your next car with cash, saving for a home, or planning for retirement.

The backbone of PFPE is a robust, all-inclusive financial planning software. It allows you to set goals, track them, and view all of your financial information in one place. But PFPE is more than just an app – remember this is Personal Financial Planning for Everyone™. We work with you through the platform to give advice and help you adjust your habits based upon what the program reveals. On top of this, we’ll meet with you once per quarter to check in, answer your questions, and help you keep your financial progress on track.

What could we accomplish together in a year?

Quite a lot! Within a year, we can help you to achieve tangible goals, develop healthier financial habits, and establish a trusted relationship with us as your personal financial advisors. At that point, you could continue with us in our subscription plan, move to a more comprehensive financial planning program, or move forward on your own, taking your newly-acquired financial skills with you.

While PFPE is designed to accommodate as many people as possible, we do screen each applicant see if the program is a good fit for them. PFPE™ is designed as a stepping-stone to more in-depth financial planning, so it’s usually a best-fit for younger professionals starting out, or for people in a life-transition who need a jump-start.

Are you ready to take a leap of faith in yourself? We’re just a click away.

How do I sign up for PFPE™?

Click here to tell us about your goals and start on your path to greater financial freedom.