1122 Kenilworth Drive
In today’s complex world, financial planning for the young professional is needed now more than ever. While there may be plenty of “financial advice” available online, the vast majority is generic in nature and not tailored to address specific goals. What you, the young professional needs, is a partner to provide you with a realistic and achievable roadmap. We are here to not only get you on the right track but to also be there as a guidepost along the way. Life will become challenging at times, and in those times, a skilled professional who has experience weathering those storms, can help guide you safely through to the other side.
For a modest monthly fee starting at $100/mo, less than a latte from Starbucks a day, we will work together in designing and building a financial plan that fits your holistic needs. This will encompass:
Overall Financial Goals – Long & Short Term
Monthly Working Cash Flow
Child Education Planning