Navigating Financial Growth for Mid-Career Professionals

The Challenges. The Opportunities. The Focus.

Mid-career professionals often find themselves at a pivotal point in their financial journey. With established careers, growing families, and evolving financial goals, the need for strategic financial planning becomes more critical than ever. Our company is committed to providing mid-career professionals with the expertise and resources necessary to navigate this complex phase and build sustainable wealth.

We offer comprehensive financial planning, investment strategies, and wealth management services tailored to the unique needs of mid-career professionals. We help you secure your financial future and achieve lasting prosperity by addressing your specific challenges and goals.

Take Charge of Your Financial Future

Are you ready to optimize your financial strategy and achieve your mid-career financial goals? Our team of experts is here to provide personalized guidance and support.

Contact us today to schedule a consultation and start planning for a secure and prosperous future.

Case Study: Strengthening Financial Stability

The Journey of Mid-Career Professional David Johnson

Background

David Johnson, a 45-year-old senior project manager, was well-established in his career but faced several financial challenges. With a mortgage, college savings for his children, and retirement planning on his mind, David needed a comprehensive financial plan to manage his various financial responsibilities.

The Challenges

Mortgage Management: David had a significant mortgage and was looking for ways to manage it more effectively while balancing other financial goals.
College Savings for Children: With two children approaching college age, David needed a solid plan to save for their education without compromising his financial stability.
Retirement Planning: David was concerned about whether he was on track with his retirement savings and wanted to ensure he could maintain his lifestyle in retirement.
Investment Diversification: Although David had some investments, he lacked a diversified portfolio that aligned with his risk tolerance and long-term goals.

How We Helped

Our company provided David with a comprehensive support package tailored to his financial situation:

Mortgage Optimization: We helped David explore options to refinance his mortgage, reducing his monthly payments and freeing up cash flow for other financial goals. We also provided strategies to pay down his mortgage more efficiently.
College Savings Plan: We assisted David in setting up 529 college savings plans for his children. This included calculating how much he needed to save and establishing automatic contributions to ensure he stayed on track.
Retirement Savings Strategy: Our team reviewed David’s current retirement savings and provided recommendations to enhance his retirement plan. This included maximizing contributions to his 401(k) and exploring additional retirement accounts to boost his savings.
Investment Diversification: We helped David create a diversified investment portfolio that balanced risk and return. This included a mix of stocks, bonds, and other assets that aligned with his financial goals and risk tolerance.

Results

With our guidance, David was able to optimize his mortgage, reducing financial stress and freeing up resources for other goals. His college savings plans were on track, providing peace of mind about his children’s education. David felt confident about his retirement plan, knowing he was making the most of his savings opportunities. His diversified investment portfolio began to show steady growth, aligning with his long-term financial objectives.

Our Fees

Onboarding: $2000

6 Meetings:

#1: Life Planning Discovery

#2: Cash Flow Analysis & Planning

#3: Tax Analysis & Planning

#4: Investment Management Analysis & Planning

#5: Additional Topic(s) Analysis & Planning

#6: Financial Planning Wrap-up

Monthly Fees: $200/m (Waived @ $250k AUM)

Recurring Services:

Monarch Money Membership + Monthly Report

2 Planning Sessions Per Year

Additional Check-ins if needed

Addition to Customized Insights Educational Emails

Unlimited Email Support

Our Assets 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%

Elevate Your Financial Strategy

Don’t let financial uncertainty hinder your progress. With our tailored services, you can elevate your financial strategy and achieve your goals with confidence.

Contact us today and take the first step towards financial success.