Questions they are asking:

  • Are we saving enough?

  • How do we allocate our extra cashflow?

  • How do we balance paying down debt and saving for the future?

  • Are we effectively taking advantage of our employer benefits?

  • What price range of homes can we consider?

Goals:

  1. Having a plan for extra cashflow and bonuses

  2. Paying down student loans

  3. Preparing for having children

  4. Feeling confident starting the homebuying process

Results:

  1. Allocated a cash surplus to a brokerage account for future flexibility.

  2. Started working with a CPA for tax prep and to free up their time.

  3. Engaged an attorney to execute their estate plan.

  4. Purchased additional disability insurance.

  5. Started looking at homes in the established price range.

  6. Reviewed and adjusted employee benefit elections ahead of having a baby.

Today’s Professionals

Clients: Jackie & Mark

Ages: 29 & 34

Occupations: Manager at a large financial institution, nurse at the local hospital system

Combined Income: $150,000+