You & Your Family
At able2pay.com, we survey the landscape of financial planning to find the best solutions, at the best prices, that make effective use of current technologies. Then we work hard to make these solutions simple for you to understand and use.
We have identified a number of excellent strategies, products, and firms. Through our advisory documents and training programs, we will help you find and implement the options that work best for you.
For example, one very good tool we recommend is periodic re-balancing of your investments. Some companies can re-balance automatically; others can't. Some can do it for an extra fee, which may be excessive. Often, a good fund will do it by design at a lower cost than the extra fees paid to an adviser or firm. Having studied these alternatives, we have sound, practical advice for you to consider.
Where your choices may be limited by what your employer offers, our news, documents, and training programs provide independent guidance, without any sales incentive or commission whatsoever. If your employer's plan restricts your options, our advice can help you select among them wisely and cost-effectively.
Public charities too often face challenges that can leach resources from the core mission. Among them are fund-raising deadlines, compliance with labor and financial regulations, timely messaging to constituents, property management, and maintenance of reliable technology.
Our professional services help your organization stabilize and improve your operations, technologies, and data so that you can focus more effectively on serving your clients and students. From experience, we have sensible ideas about methods and products that can work, and about the patience and training necessary to help busy people adopt new ways. We are not crusaders for a particular firm or product. What worked well somewhere else may not be optimal for you. Our goal is to improve your operations, not to sell you a canned package.
As one example, suppose your organization needs better methods of gathering data from your programs, using it to understand your results and impact, and doing so with due regard for privacy. A complete, commercial-grade solution may be beyond your current budget. We have the experience and skills to help you get started with initial steps that have real impact, thus strengthening your current work and building your capacity to win future funding .