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TAKE CHARGE OF YOUR FINANCIAL SITUATION.

Everyone faces financial challenges and difficulties at one point or another and
everyone can benefit from taking a long-term view of any question about money.
We offer financial coaching and education services to help your make the best
choices for your individual goals.

Get Started

One thing we try to focus on here is empowering people to make confident
financial decisions.

Many smart people feel like they are out of their league when it comes to
managing their money. At Palmer Planning Group, we help you realize that you're
not alone in feeling this way. We provide information and education without
talking down to you or losing you with a bunch of jargon. Palmer Planning
Group's mission is to help everyone improve their financial position through
knowledge and information resources.



WORKING TOWARDS A FINANCIAL CUSHION

Life can be unpredictable. Events like the loss of a job, a car breakdown or a
medical emergency can have a major impact if you don't have an emergency fund
available to help. Starting with even a small contribution can help you begin to
build the fund you need. We can help find the best place to put this money and
get you started.

CARRYING A CREDIT CARD BALANCE

American consumers carry an average balance of almost $6,000 in credit card debt
from month to month. Many people have much more. The interest rates can be
staggering – up to 30% in some cases. Check out our Managing Credit section of
the site to learn more about strategies to manage credit card debt.

MONTHLY SPENDING PLANNING

Many people struggle with the basic challenge of covering their expenses. This
can be a major source of stress and confusion. Taking a careful look at your
monthly budget can be eye-opening, but when you have all the information
available to right in front of you, the way forward can become clearer.

RETIREMENT PLANNING & SAVINGS

Saving for retirement now can help you secure your financial future or even plan
for early retirement. Look to try to maximize your contributions and take
advantage of tax-friendly programs like your employer's 401(k) account.

Secure your financial future and get started today! Contact us

IT'S NEVER TOO LATE TO START PLANNING

Whether you're thinking ahead to retirement, are restructuring your current
priorities, or just want to improve your current financial standing, we're here
to help...

MAKING INVESTMENT CHOICES

With financial coaching services from Palmer Planning Group, you can learn to
make good investment choices and effectively direct your money. We won't give
you stock tips or tell you exactly where to put your money, but we provide the
tools to analyze a stock yourself or choose the right mutual fund.

BEING SMART WITH CREDIT

Make the right credit decisions to help you achieve your goals. Having debt
isn't always a bad thing, but there are strategies and techniques to properly
applying your credit that help you achieve your goals and aspirations. Learn to
understand your options and make the right credit choices for you.

FINANCIAL COACHING SERVICES

Working one-on-one with a personal finance coach, you can position yourself to
work towards your goals. These can include paying down debt, or saving for a
specific goal such as retirement. We aren't here to advise your investments or
try to sell you financial products. Our priority is education and coaching help.

The content of this website does not contain financial advice or services.
Palmer Planning Group and its staff are not financial planners. The services and
content we provide are for informational and educational purposes only. We do
not provide specific professional financial advice. We provide examples and best
practices in general, based on accepted tools and strategies. Our customers make
their own educated financial decisions. We do not accept advertising or
partnerships with financial services companies. We do not suggest or advise that
our customers engage in business with specific third parties. Our services and
materials are provided “as is” and “as available”. We do our best to verify the
content of linked websites, but take no responsibility for ensuring the accuracy
or availability of outside sites.

 * Home
 * Investment
 * Managing Credit
 * Financial Coaching
 * Contact
 * Login

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