“These sessions are a must as a new grad or someone who is just beginning to take their money/investments seriously. Shayne is very thorough and gives super personalized advice. It is very helpful to have someone be hands on and help you navigate all of the sites that you suddenly become a part of after being hired (insurance, benefits, investments etc…) Having Shayne help me manage my investment accounts and counsel me regarding the different investment options was invaluable. Mind you, many of these investments were set for me automatically by fidelity. I never knew I could and should go and hand select them. Now, I am working towards maxing out my 403b and opening a Roth IRA and when I started, I only had a vague idea what these words meant.”