“Lindsey was great and hopped on a call to talk us through the options and sent more info as a follow up. "
Megan, who recently got married and is expecting her first child, needed advice on setting up accounts and future savings for her daughter. She was looking for best practices and options for investment and savings accounts.
Lindsey from Overalls took on the request and provided Megan with comprehensive support. Lindsey offered valuable resources and insights on various savings options, including 529 plans, index funds, and trusts. She also discussed the potential impacts of different choices and suggested budgeting apps for managing finances.
Lindsey scheduled a call with Megan to discuss the various options and followed up with a detailed PDF comparing different savings accounts and investment strategies. She also provided additional links to help Megan make informed decisions.
Megan appreciated Lindsey's thorough and personalized assistance, noting “Lindsey was great and hopped on a call to talk us through the options and sent more info as a follow up. "