Modern Platform
Our Modern Platform is tailored to Young Professionals that are looking for goal-based planning and a financial road-map.
We know how important it is to start planning for your financial future at a young age. We help prepare for life transitions to ensure you are on track for your short and long-term goals. Every plan is customized to you and better yet, you can meet with us from the comfort of your own home. This platform includes virtual meetings to build and maintain your plan.
Budgeting
Cash Flow modeling, know exactly where your money is going!
Debt/ Student Loans
Debt consolidation and strategies on how to pay high-interest loans down quicker.
Home Purchase
Down payment, monthly payment, what can you afford?
Starting a Family
New expenses and life insurance needs.
Investing
Starting a retirement plan, investment funds, company matching, and how much you should contribute.
Financial Roadmap
Being on track for retirement and long-term goals.
Insurance Needs
Life Insurance and long-term care coverage.
New Business
Start-up costs and business owner planning
Comprehensive Approach
Financial Independence: Determining which type of accounts to invest in (Roth vs. Pre-Tax), how much to save while still affording all other expenses, and making sure you are on track for retirement.
Investment Planning: After reviewing your risk tolerance, we make sure your accounts are aligned with your time horizon and goals. We shop the marketplace to add Active Management, diversification, and a portfolio that's customized to you.
Risk Management: This may be an uncomfortable area to discuss, but we need to address it! This area includes all of the "What-If" questions that you may have. What if I become disabled and can't work? What if my spouse and I got a divorce? How would a market crash affect my long-term situation? We answer all these questions now to ensure there's no "what-ifs" down the road
Goal Planning: Some of your goals may include purchasing/ selling a home, starting a family, saving for vacations, saving for a wedding, or college funding for children. Depending on what stage of your life you are in, we help accomplish your short and long-term goals.
Meetings From the Comfort of Your Home
Your very own financial portal makes it easy to manage your wealth and your well-being. Connect all of your accounts for a consolidated view of your entire financial picture. Our Vault lets you safely store your most important financial documents, and it's accessible 24/7. Also available on your smart phone! During our review meetings, you can join a screen sharing session quickly and easily for interactive planning, anywhere.
