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Hollis,
NH - Tired of trying to wade through financial services jargon? With the introduction of new bike race-themed service packages like "Tour de 401k" and "Breaking Away," New Means Financial Planning lets consumers make everyday sense of our important services, so they can easily identify the right kind of help for their situation.
"Forced to translate terms like 'risk management' and 'cash flow planning' into concepts that are relevant to them, it's no wonder people have a hard time understanding financial planning," said Sherrill St. Germain, principal and founder of Means Financial Planning.
Others equate 'financial planning' to 'retirement planning' which can limit their view of what financial planning can do for them. "Absolutely, retirement planning is critical, but it's only one of many important goals that financial planning can help people achieve," St. Germain commented.
Since launching in January 2003, New Means has offered custom financial planning tailored to the individual needs of each client and delivered on an hourly, fee-only basis. The new service packages augment this model by providing pre-defined combinations of services commonly needed at different stages of life, describing the kind of client who would benefit from each, and giving an estimate of the cost for that service.
To clarify what each service provides, and just for fun, she's used terms from her favorite sport, bike racing, to describe the new services. Clients can choose services ranging from a "Tour de 401k" and "Pre-Race Conditioning" to a plan for "Breaking Away" from a career that no longer suits them or "Going the Distance" with retirement income.
About Sherrill St. Germain: Sherrill
St. Germain, MBA, CFP®, owner of New Means Financial
Planning of Hollis, NH, is a member of The Garrett
Planning Network (GPN), a national network of fee-only
financial advisors which has been profiled in Smart
Money, Business Week, Wall Street Journal, New York
Times, Money, and numerous other consumer publications. Like
other GPN members, Ms. St. Germain is dedicated to
providing financial advice on an hourly, as-needed
basis. Her firm does not sell products for commissions,
nor does it impose account minimums. Visit www.newmeans.com to
learn more.
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| CONTACT: |
Sherrill
St. Germain, MBA, CFP®
Principal, New Means Financial Planning
sstgermain@newmeans.com
603-465-3485 |
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