Financial Footsteps



Hoping to instill the gift of financial responsibility? 

JRA has a plan to help. Gift certificates are now available for parents and grandparents wishing to help young adults select the right financial path. The Financial Foosteps package is the perfect introduction to financial goal setting, tax planning and real-life credit/debt strategies for any recent college graduate or working adult starting out on their own.


 

$325 Gift Includes:    

30-minute Meeting with Preparation of Personal Tax Return (Jan-Feb)
 
1-hour Planning Meeting (May-Aug)
 
  • Complete and e-file personal tax return with experienced
    Enrolled Agent/CPA.
  • Discuss tax process, tips and future return planning.
  • Analyze and receive recommendation on tax withholding.
  • Review previous year's return (if desired).
 
  • Develop personalized spending goals and next steps.
  • Discuss management of credit and debt, including
    student loans.
  • Identify opportunities within employer's benefit
    package.

For Purchase Information Contact:
Nancy Freeman, EA, CFP or Dan Erdmann, CPA at 763-315-8000 or tax@jrafinancial.com
 
 
 
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