For a complimentary life insurance policy review with Money Clinic AG, bring your current policy or coverage summary if you have it. Helpful details include the coverage amount, premium, policy type, beneficiaries, and any questions about what your policy does or does not cover. If the paperwork is not handy, we can begin with a conversation about your goals and follow up on the details later.

In a one-on-one Financial Needs Analysis, Aaron Gray Sr. starts with your goals and your current financial picture. The conversation can cover income, debt, protection, savings, and long-term priorities so you can see where you stand and which questions deserve attention. It is a starting point for education and planning; you decide whether to take any further steps.

Yes. Money Clinic AG can help plan a Financial Wellness Workshop for a workplace, organization, or community group, or a Financial Stewardship Workshop for a church or ministry. In a planning session, we discuss your audience, the financial topics they need, the format, and next steps before scheduling an event.

No. A complimentary insurance policy review or Financial Needs Analysis does not require a purchase. If a product or service comes up, you can ask questions, review the details, and decide whether it fits your needs and budget. You remain in control of the next step.