At LearnLux, we understand that everyone, regardless of job title or pay grade, has financial goals that they're working towards.
Whether you need help managing your cashflow, exercising stock options, or preparing for retirement, we can help.
Hear from Mamie Wheaton, LearnLux planner below:
LearnLux is not your typical financial planning company.
Many people think that financial planners are only useful to people who are earning a high salary or have six figures in investments.
But at LearnLux, we believe that everyone can benefit from a financial plan, and a financial planner.
Our LearnLux planners give unbiased, empathetic, jargon-free guidance, regardless of how much you have in the bank.
Traditional planning firms often charge around $4,000 to set up your financial plan the first year, plus an annual retainer fee after that.
In these situations, the planner is usually in the driver's seat, developing the plan and creating the reports for you to review.
If your employer offers a LearnLux membership as a benefit, this gives you access to our digital tools and CFP® professionals.
That means that the financial guidance others pay thousands for is at your fingertips at no cost to you.
So, what are you waiting for?
If you're ready to start your journey towards financial wellbeing, book a call it with a LearnLux planner today.