Sample Consultation Topics

During a consultation, MYRA Advisors - all CFP® professionals - can help with most personal finance questions you have.

This could pertain to education planning, insurance, investments, taxes, or budgeting - just to name a few! 

Here are some sample areas that we often help with: 

• Planning for investment taxes
• Determining asset allocation and portfolio diversification needs
• New employer health insurance review
• Disability Insurance needs analysis
• Life insurance needs analysis
• Education funding analysis 
• Tax consequences of property transactions
• Charitable/philanthropic contributions and deductions
• Debt management
• Buy vs. Lease a Car decision
• Buy vs. Rent a Home decision
• Employee benefits selection
• Tax-advantaged retirement plans

MYRA offers a one-time consult call option, or an ongoing subscription for unlimited meetings with a MYRA Advisor (a CFP®).

Check out our products: https://myrawealth.com/products