ONGOING PLANNING FOR YOUNG PROFESSIONALS
From starting a new job, to saving for a new home, to thinking about starting a family- we understand that life is an ever-changing adventure. But with that adventure comes a lot of decisions, and we don’t feel you need to make those decisions alone.
That’s where our Ongoing Financial Planning comes in. With Ongoing Financial Planning you will not only be provided with a plan that establishes a pathway to accomplish your current goals, but you’ll also have the ability to maintain and adapt that plan as inevitable life -changes and -events occur.
By meeting with us (in-person or virtually) each quarter, as well as having us on-call anytime a new goal or question arises, you can be confident that we will have you on the right track and living your best life possible.
Some Area’s We’ll Cover Include:
- Budgeting and Cash Flow Assessment
- Lifestyle Planning: Travel, Buying a Home, College Funding, etc.
- Student Loan and Debt Management
- Retirement Planning
- Investment Portfolio Design
- Benefits and Insurance Analysis
- Tax Planning
- Estate Planning Strategies
- Financial Behavioral Coaching
- Cost: $195 per month, Paid quarterly; 1-year commitment required
COMMON QUESTIONS WE ANSWER
- Do I have enough money to retire?
- Will I run out of money while in retirement?
- What are topics and other areas that I might not be aware of or that I should know about going into retirement?
- How should my portfolio look going into retirement compared to when I was saving for retirement?
- Which pension option should I take?
- When should I take Social Security?
- Is my money invested correctly?
- Do I need long term care insurance? How much does it cost?
