Our process for helping people achieve a state of Financial Wellness began in the 1980s. That was a time when most financial institutions discovered the power of using financial planning as a tool for selling insurance and investments.
Our approach was to take the “sales angle” out of the equation and build an educational, consumer-directed process to deliver a high quality level of planning and attention to detail to help all individuals regardless of how much money they made, how much they had in savings or their personal circumstances. Along the way we recognized that the prominent financial issues (retirement, investing, estate planning, insurance) were relevant to all people.
We serve the following groups:
Libraries
Schools
Senior Centers
Unions
Nonprofits
Employers
401k Plan Trustees
By pursuing economies of scale, we were able to modify our one-on-one, experiential planning process for use as a workshop to a group (10 to 30 planning units). By further applying the concept of mass customization, we have been able to successfully deliver customized workshops to thousands of employees of various organizations since 1989.
Our non-elitist, transparent approach today is called the Fiduciary Standard of Care.
Testimonials
I feel more confident that I have control over my finances, that I can ride out and adjust to factors that are not in my control.
I am more appreciative of my job and the benefits it provides, including the opportunity to attend this class.
I’m amazed that my current level of income plus modest raises will give me my financial freedom. I must have a pretty good job.
I believe I can now perform my job with less stress by realizing that I am on solid ground financially.
The methodology is logical and just like the approach an engineer uses when a system is designed. Financial planning is not just stocks and bonds. Cygnet is a quality organization as demonstrated by their understanding of GM’s plans and the comprehensive nature of their models.
It is clear now that financial planning is required for financial security and for peace of mind. We had plans before but not this detailed.
I feel better about my 401(k) plan. I wish I had been offered this course when I started my career.
I feel that with a small amount of discipline I can be financially secure for life. It’s a good feeling!
I had never taken the time to understand what I was doing with my money, now I realize the importance of putting a plan together for my retirement.
So detailed and many faceted! The connectivity factor is critical, everything must work together.
Who We Serve
Our process for helping people achieve a state of Financial Wellness began in the 1980s. That was a time when most financial institutions discovered the power of using financial planning as a tool for selling insurance and investments.
Our approach was to take the “sales angle” out of the equation and build an educational, consumer-directed process to deliver a high quality level of planning and attention to detail to help all individuals regardless of how much money they made, how much they had in savings or their personal circumstances. Along the way we recognized that the prominent financial issues (retirement, investing, estate planning, insurance) were relevant to all people.
We serve the following groups:
By pursuing economies of scale, we were able to modify our one-on-one, experiential planning process for use as a workshop to a group (10 to 30 planning units). By further applying the concept of mass customization, we have been able to successfully deliver customized workshops to thousands of employees of various organizations since 1989.
Our non-elitist, transparent approach today is called the Fiduciary Standard of Care.
Testimonials