The vast majority of our clients tell us some version of the following “I wish we had planned better when we were younger…”.   However, in our experience very few young professionals need or can afford “traditional” Financial Planning and Investment Management services.

Your Financial Checkup

The “traditional” services were and continue to be focused on clients who have accumulated significant assets and are primarily concerned with investment management and retirement planning.  For most young professionals, these are not their most pressing needs. They are most concerned with earlier financial milestones, like starting a career, protecting their family, buying a house, and making sure they can retire one day. That’s why we started our Young Professional service area.

With us by your side, expect:

• Current cash flows – income and spending
• Current financial position – assets, liabilities, net worth
• Debt Management
• Insurance Review
• Individual Taxation
• Investment Strategies and Asset Allocations
• Education Funding
• Retirement Planning
• Estate Planning and Charitable Giving
• Life Transitions