Skidmore College Retirees-Financial Coaching Sessions

Financial Coaching for Skidmore College Retirees:

     Financial Coaching, a 45-minute, confidential meeting with professional financial planner (David K. Carboni, Ph.D., CFP®), provides information, tools, and dose of motivation to help people make better financial decisions. Though Financial Coaching does not provide investment, tax, or legal advice, it helps one:

• set financial priorities
• apply financial planning techniques to improve your finances
• formulate practical strategies to help you address your financial challenges
• help you assume more responsibility for your financial future
• more effectively use your employer’s employee benefits and retirement plans.

        As a reminder, Dave does not sell financial products or services so you can be sure his suggestions will only have your best interests in mind.