WHO WE WORK WITH
While we have experience working with many different backgrounds and stages in life, we primarily work with young families and young couples in their 20s, 30s, and 40s.
We are most passionate about this stage in life because the earlier you start planning, the more impact it can make. Plus, we love helping clients to create a life they love before retirement!
You are like many of our clients if:
- Time is one of your most valued commodities and it’s your scarcest resource. You’d rather spend it doing what you love with people you love. You would value having a financial planner to serve as an accountability partner to help you define and achieve your vision. Also, to provide clarity in decision making and reduce the mental weight of your finances.
- You have (or want) children - or beloved pets! You want a strong marriage and you enjoy spending time with your family and friends. You don’t want to miss the big moments.
- Time flexibility and experiences are meaningful to you. Perhaps you want to take a sabbatical, travel more, or scale back at work while your kids are young.
- You want to be intentional with your money so you can live a fulfilling and purposeful life – now and not just in retirement.
- You want to work hard toward something that matters to you. You have a small business or may want to be a solopreneur at some point in the future (you might be wondering if this is even possible). Alternatively, a career or company change may be the next step toward living a better life.
- You have student loans.
- You want a balanced life. You want to plan for financial independence but not at the expense of living a healthy life today.
Our clients appreciate partnering with a financial planning firm that leverages technology to make working together seamless. A firm where kids and pets can make an appearance over virtual meetings. And a firm that specializes in helping them through all the life transitions they will face.
When you’re in your 20s, 30s, and 40s, there are many life transitions that impact your finances. We guide clients through the transitions listed below, along with many others.
To learn more about how we can work together, click here.
