UPWARD PERSONAL FINANCE PROVIDES FINANCIAL PLANNING AND COACHING SERVICES TO HELP FAMILIES, SINGLE PROFESSIONALS, AND NEWLYWED COUPLES FEEL CONFIDENT ABOUT THEIR FINANCIAL FUTURES.
Our approach is designed to get at the heart of: 1) realizing why money is important to you, 2) identifying your financial goals, and 3) implementing a plan to realize your goals through fee-only financial planning.
Upward Personal Finance wants you to be knowledgeable about your financial situation and to help you forge a clear path to where you want to go. The fact for most of us is that we didn't learn much about personal finance in school. Unless you studied finance or had insightful parents who taught you about how to manage money, you’ve likely had to learn by trial and error, turning to online resources, or asking trusted friends.
Yes, of course, you can manage your money and plan for your financial future on your own. However, having an educated third-party provider deliver you a concise plan--and most importantly hold you responsible for implementing it--is the approach most of us need.