Professionals
As a professional, your “job” or the ability to make a living will be your biggest asset. This means that you need to consciously decide about your life goals and then make an action plan on how you could dedicate your “working years” to finance those aspirations.
For most professionals, the early years (the 20s and 30s) can be defined as the period of the “firsts” –
First job, First Relocation, First Lease, First House, First Child….
At each of these firsts, you may decide to live boldly but if you are not smart about spending habits, that may affect your lifestyle in the future. Hence the saying, “Plan today for a better tomorrow.”
Why Work With Us
As a professional, at various stages of life need to pause and reflect on what direction you are going. Where do you want to go? Will, what got you here get you to where you ultimately want to be?
We know that life is overwhelming. So, we are here to help you manage the financial aspect of life with a holistic financial planning process.
Topics We Discuss With Clients
We take you through a structured process to help you identify your goals, wants, and needs and make a financial plan that will revolve and evolve around you.’
We work with busy professionals to:
- Develop repayment plans for student loans and other debt
- Develop repayment plans for student loans and other debt
- Save for big purchases like your first home•
- Begin saving for your children’s college education
- Create tax strategies to minimize your tax burden
- Develop a retirement savings plan early in your career
- Develop an estate plan to protect your loved ones
- Ease complicated financial concerns
Our Services
- Income tax planning
- Review tax advantages on highly appreciated company stock
- Compensation Review
- Benefits package review and retirement plan management
- Asset protection
- Equity compensation analysis
- Portfolio rebalancing
- Insurance planning
- Risk management
- Investment Planning
- Wealth management
- Retirement planning
- Estate planning
- College planning for your loved ones
- Philanthropy
- Legacy planning
- Debt management
How you benefit from a financial plan
Understand the basics
We offer an interactive tool that allows you to explore your lives and discover powerful answers to complex financial topics. The fun and friendly design ensure you dive into modules that spark your interest or answer pressing questions, creating a meaningful first step into your financial well-being.
Tracking Cashflows & Budgeting
We help you track and manage your spending to align with your income amounts and intervals. We have integrated solutions that create a budget with spending categories to help you prioritize expenses and start an ongoing habit of monitoring the it.
Document your life goals
Identifying and prioritizing your life objectives is essential before making any financial plan. But we also understand that it is not easy to think about your entire life in one setting with a financial planner. Our framework expands your understanding and awareness of possible goals. It helps you create a framework for your overall financial plan.
Reduce your tax burden
Whether it’s to lower taxes during retirement, improve lifetime tax savings, or maximize the amount to their heirs, our planning process and modules help you visualize the impact of using our recommendations and show how to reduce the tax burden
Manage your debt
Debt complicates our finances and our emotions. However, the stress related to debt mostly comes from not addressing it in a structured manner.
We discuss everything from credit cards to student debt to mortgages to ensure you structure your obligations affordably and cost-effectively.
Help you start saving
Identifying available savings opportunities and prioritizing across accounts can be complex and overwhelming. We will provide a comprehensive framework to help you identify different opportunities, discuss your finances and goals and determine what options best suit your unique circumstances.