Webinar: Optimizing Your Family Finances

Unlock Financial Success for Your Family

Are you a growing family seeking to optimize and simplify your finances? Watch our webinar where we’ll provide you with actionable strategies to take control of your financial journey. You’ll be guided through techniques that address your real-life challenges and empower you to make informed decisions.

Key Takeaways:

Cast a vision and set financial goals: Start financial planning by setting meaningful and inspiring goals. Ask deep questions to uncover what truly matters and write down specific, tangible goals to work towards.

Automate your finances: Allocate money to savings, investments, and bill payments automatically to ensure consistent progress and stay on track.

Key financial planning opportunities to explore:

  • High-Yield Savings Account
  • Health Savings Account (HSA)
  • Brokerage Accounts
  • Estate Documents
  • 529 Plans

About Jordan Patrick

Jordan serves in a dual role as a wealth advisor for Truepoint Wealth Counsel and Commas. Jordan works with clients to create personalized financial plans that help them achieve their goals. He enjoys combining his analytic knowledge with his relational skills in order to craft strategies that fit each client personally.

Read more about Jordan here.

Commas is a wholly-owned subsidiary of Truepoint Inc., a fee-only Registered Investment Adviser (RIA).  Registration as an adviser does not connote a specific level of skill or training.  More detail, including forms ADV Part 2A and Form CRS filed with the SEC, can be found at www.usecommas.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.