Personal Success Package

Today's millennials are changing the way we do business.  They are committed to work/life balance, managing their finances wisely for today and tomorrow, and building wealth without sacrificing lifestyle.  Our personal success package supports these goals and provides the tools you need to succeed!

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Guidance for Every Day Decisions

At Emerald Financial Partners, we want to be your trusted partner, throughout the year.  Our Personal Success Package offers you unlimited access and on-call support to help you make better financial decisions. So, you'll always have someone to call to help you with every day financial decisions like:

  • Should I buy or lease a car?
  • Should I rent or own?
  • What should I do with my 401k?
  • Which job offer makes the most financial sense?
  • Help with budgeting

The Perfect Choice for Smart Millennials!

Our Personal Success Package offers you unlimited access and on-call support to help you make better financial decisions.  That's an important advantage for today's millennials who want to have more control over their money.

This package includes:

  • Annual Tax Preparation
  • Personal Financial Review
  • Withholding Analysis
  • Proactive Tax Planning
  • Financial Success Planning
  • Unlimited Access to our Team for Everyday Financial Decisions
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Ready to Take The First Step to A Better Life?

We're here for you!  We'll help you set a budget and plan for tomorrow!

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