Thriving Professionals
You’re passionate about your career – one you likely spent extensive time and energy to prepare for, and you might even have the student loans to show for it all. You’re struggling to make the most of it all and to keep everything in balance. It seems like all your time is taken up between work and family which then leaves no room to concentrate on growing incomes, assets, or even those new stock options you just got from work–and the responsibilities that come with them.
Values What's Important
• You’d rather spend money on experiences as opposed to material goods.
• You love to travel – learning new cultures, trying new food and seeing new places.
• You acknowledge that time is one thing you can’t get enough of – and are willing to make smart choices to ensure that you can spend as much of it as possible on the things that matter the most to you today.
• You work hard but you play hard. You want your precious free time to be meaningful and aligned with your values.
• You want flexibility and optionality – you don’t want to be held down by a specific plan in the future.
Goals How We Coach You
• Feel a better sense of direction for your finances. Ensure both spouses are working towards common goals with their money.
• Have fun and invest in your family’s personal happiness – travel and experience new things together.
• Simplify financial decisions; life is already too complex.
• Have a dedicated person for you to brainstorm goals, fears and opportunities with. An objective third party to help navigate you through various decisions.
• Reduce the financial stress in your household; have the peace of mind you are doing the right things with the right guidance. At the same time, be accountable for actually following through with the actions you want to complete.
Common Solutions Include
Financial Position and Net Worth
- Learning more about what you have, where it is, and how it works is one of the key things that we can provide early in your financial journey. We can’t build a proper plan to reach your destination until we know where you’re starting out.
Risk Management
- By partnering with us to manage your investments, we’ll build and manage unique portfolios for you that take into account your own preferences. We’ll develop an investment policy statement, and then seek to bring all of your investments into alignment with your ultimate vision using low-cost options and best in class technology tools to keep everything on track.
Student Loan Payback and Debt Reduction Strategies
- Many times the income you’re earning at this stage comes with a bit of a bitter pill—student loan debt. While we can’t make it magically disappear, we can position you in such a way that it doesn’t have to crush your dreams and aspirations. Balance between eliminating the elephant in the room and planning for your future goals is key and we can help you achieve it.
Investment Planning
- You’re embarking on your lifelong investing campaign and we’re here to help. From selecting the right account types, to deciding how much should be dedicated toward long-term goals to make them work, we’ll help you identify the right investments to match your unique needs, personality, and level of comfort with risk.