Hi everyone, I'm Mark Burgdorf from Burgdorf Wealth Managers, and welcome to this special edition of Minute on Wealth. Today, I’m excited to talk about our Kids Eat Free program, designed to help you establish and nurture a legacy that lasts for generations—starting with your kids!
Our Kids Eat Free campaign allows current clients to refer their adult children for a complimentary financial consultation. This isn’t just any discussion—it’s an opportunity for them to explore their financial future and connect with a partner they can trust for life.
So, what’s involved in this one-hour discussion? Let’s break it down.
We’ll start by discussing their financial goals, framing them within the context of their current life stage.
Then we’ll dive into their unique financial situation, examining income, expenses, debt, and more.
With a clear picture of where they are now, we’ll begin identifying opportunities to help them achieve their financial goals.
Anyone can benefit from this program! Our Kids Eat Free consultations are for everyone, even those who are unsure if they meet minimum asset thresholds.
If you’re interested in referring your adult children to our Kids Eat Free program, visit the Kids Eat Free page on our website. Give us their information and we’ll reach out to coordinate their complimentary financial consultation.
Thank you for joining me today. See you in next month’s Minute on Wealth!