Empowering Young Professionals to Build Wealth

The Challenges. The Opportunities. The Focus.

In today’s fast-paced world, young professionals face unique challenges when it comes to building wealth. Balancing student loans, navigating early career decisions, and planning for future financial goals can be daunting. Our company is dedicated to empowering young professionals with the tools, knowledge, and strategies needed to achieve financial stability and build lasting wealth.

We offer personalized financial planning, investment advice, and wealth management services tailored to the specific needs of young professionals. By providing expert guidance and actionable insights, we help you make informed decisions that set the foundation for a secure financial future.

Start Your Wealth-Building Journey Today

Ready to take control of your financial future? Our team of experts is here to guide you through every step of the wealth-building process.

Contact us today to schedule a consultation and learn how we can help you achieve your financial goals.

Case Study: Achieving Financial Stability

The Journey of Young Professional Sarah Miller

Background

Sarah Miller, a 28-year-old marketing executive, was eager to build her wealth but faced several challenges. With student loans to repay, limited investment knowledge, and a desire to save for future goals like buying a home and starting a family, Sarah needed a comprehensive financial plan.

The Challenges

Managing Student Loans: Sarah’s student loan payments were a significant burden, making it difficult for her to save and invest.
Limited Investment Knowledge: Despite a steady income, Sarah was unsure how to invest her money wisely to achieve long-term growth.
Balancing Short-Term and Long-Term Goals: Sarah wanted to save for immediate needs, such as an emergency fund and a down payment on a house, while also planning for long-term goals like retirement.
Creating a Budget: Sarah struggled with budgeting her expenses and needed a plan to manage her income more effectively.

How We Helped

Our company provided Sarah with a comprehensive support package tailored to her financial situation:

Student Loan Management: We helped Sarah develop a strategy to manage her student loans more effectively. This included exploring refinancing options and creating a payment plan that allowed her to reduce debt while saving for other goals.
Investment Education and Planning: We provided Sarah with education on investment basics and helped her create a diversified investment portfolio. This plan balanced risk and return, aligning with her financial goals and risk tolerance.
Goal-Based Financial Planning: We worked with Sarah to identify and prioritize her financial goals. This involved setting up an emergency fund, creating a savings plan for a down payment, and establishing a retirement savings strategy.
Budgeting and Expense Management: Our team helped Sarah create a realistic budget that accounted for her income, expenses, and savings goals. This allowed her to manage her finances more effectively and ensure she stayed on track with her financial plan.

Results

With our guidance, Sarah successfully managed her student loans, reducing her financial stress. Her diversified investment portfolio began to grow, providing her with a sense of financial security. Sarah was able to save for a down payment on a house within two years and felt confident in her plan for future goals, including retirement. The budgeting plan helped her manage her expenses, ensuring she could enjoy her present while planning for the future.

Our Fees

Onboarding: $800

3 Meetings:

#1: Financial Planning Introduction + Cash Flow Plan + Monarch Money Set Up

#2: Investment Plan + Tax Plan

#3: Wrap Up

Monthly Fees: $100/m (Waived @ $125k AUM)

Recurring Services:

Monarch Money Membership + Management Help

2 Planning Check-ins Per Year

Addition to Customized Insights Educational Emails

Unlimited Email Support

Our Asset Under Management Fees

< $100,000

1.20%

$100k to $500k

1.10%

$500k to $1M

1.0%

$1M to $2M

0.90%

>$2,000,000

0.80%

Unlock Your Financial Potential

Don’t let financial uncertainty hold you back. With our tailored wealth-building services, you can unlock your financial potential and create a roadmap to success.

Reach out to us today and take the first step towards a brighter economic future.