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Would you rather go to the dentist, get called to the principal’s office or have a meeting with your financial advisor? It sounds like a trick question but many adults rank getting a filling as less painful! It doesn’t have to be that way.

At The Meakem Group, we take educating our clients very seriously. Traci comes from a long line of teachers and we truly believe that successful financial planning is no harder than the basics you learned in school. Our job is to break the process down into easy-to-understand steps that you can accomplish without breaking a sweat. And the end result? We see in our work the difference between people who set goals and those who don’t.

What does financial planning look like?

It really starts with a conversation. Many people fear financial advisors (like they do the dentist) because they think talking about money must be painful. We’re here to guide you through it. We know you have a busy life and the last thing you need is a multi-page to-do list. We break it all down for you so it won’t feel like a big deal. And you won’t need any Novocaine!

Is it right for me?

Financial planning can be good for everyone. And the sooner you get started, the better. It is much easier to develop good habits from scratch than to dig yourself out from years of bad decisions. That’s one of the reasons we support Funding the Future, a way to teach students the fundamentals of financial literacy.

How do I know if I’m ready?

If you’re still reading, we’d say you’re ready.