Young professionals typically have a lot going on. It’s a time of establishing the important aspects that will define your life for the next few decades. Family, career, causes, community, hobbies, and more are all affected by your financial decisions. Taking the time to effectively plan for your goals will get you off on the right financial footing more efficiently and with greater ease. Financial independence gives you so many options about how you want to live your life and that’s my ultimate goal for you.


YOUR UNIQUE NEEDS
THE PROBLEM
THE SOLUTION
STUDENT LOAN REPAYMENT
Student loan repayment options are VERY nuanced. ICR, IBR, New IBR, PAYE, REPAYE. Which repayment option works best for you? When you’re dealing with hundreds of thousands of dollars in debt, it makes sense to seek out a professional who knows the nuances of each repayment option. I’ve gone through intense training on the repayment process and I offer personalized strategies as part of your comprehensive financial plan, or as a stand-alone service.
LIFE INSURANCE
You’ve invested A LOT of time and money into your training. In the early stages of your career, you’re particularly vulnerable to financial ruin should you become disabled or die because you simply haven’t had much time to realize the financial benefit of earning a high income. Because I don’t sell insurance, I work with other insurance professionals (including yours if you have one) to make sure you’re getting unbiased advice that saves you money and covers you from financial ruin.
FINANCIAL INDEPENDENCE
Many professionals work hard and play hard. Eventually, though, it catches up to you and you realize you have no choice but to keep up the same pace to maintain your lifestyle and burn out with little to show for. Equipped with the latest financial planning technology, I can help put into perspective the reality of how you choose to spend your income and set yourself up to be financially independent early on. Once achieved, you can choose to keep up the pace, slow things down, or quit altogether and find something new.
SCARCITY OF TIME
Chances are that you work long hours and have plenty of things to worry about other than your finances. However, there are really important financial decisions you need to make that take a lot of time to weigh out your options about. Some of these decisions include how you spend, save and invest, your insurance coverage, which employee benefits to elect, etc. Not only can I help you make many of these decisions, I also have a network of other financial professionals to help you with the more nuanced items like getting a home loan, filing a complex tax return, or setting up a revocable living trust.


Schedule a time to meet with me