Young Professionals Package

Over the past few years we've met many young professionals that want financial planning advice, but also want to learn how to better manage their finances. Unfortunately, most advisory firms don't take the time to educate their clients. We created a service to solve this problem.

Here's what's included:

  • Initial 60-90 minute meeting to set financial goals
  • Budgeting basics
    • How to create a budget
    • How to determine the proper amount of money to maintain in an emergency fund
    • Which budgeting tools to use
  • Debt-reduction versus investing
    • How to prioritize paying off your debts
  • Best practices for merging finances with your significant other
  • How to determine and improve your credit score
  • Retirement basics
    • Determine your risk tolerance using an online tool
    • Create an Investment Policy Statement (IPS) that acts as a roadmap for you to follow as you accumulate wealth
    • How much money to contribute to your retirement plan
    • Where to invest your retirement contributions
  • Estate planning basics
    • What is a will, power of attorney, and trust
    • Why/when will I need them
  • Final 60-90 minute meeting to go over everything and answer remaining questions