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Familes 

Focusing On You

As a family, your time is valuable. Our financial services for families can work with you put a strategic financial plan in place that helps you meet your unique needs and future goals, address personal financial issues, or to manage intricate compensation packages. Whether you need financial planning assistance to begin your career, to understand your personal finances, or both, we are well versed in the challenges and opportunities of being a family. Benefit from a financial advisor who understands you and the relationships you have with those most important to you. We focus on educating you through the various life stages of your career and matching those stages with appropriate financial strategies.

Contact us today for a complimentary, no obligation consultation.

Life Stages and Financial Planning Concerns

Graduation

Graduation

(Years 0)

Key Financial Concerns:

  • Finding a job
  • Student loans coming due
  • Where to live and who to live with
First Job

First Job

(Years 1-3)

Key Financial Concerns:

  • Student loans
  • Understanding employer benefits
  • Budgeting and saving
  • Billable hours
  • Income protection
  • Liability protection
  • Building emergency reserves
  • Establishing short/mid goals
  • Vacations/traveling
Career Ladder

Career Ladder

(Years 3-5)

Key Financial Concerns:

  • Employer benefits
  • Student loans
  • Home ownership
  • Starting a family
  • Increase income protection
  • Asset protection
  • Public service or go private
  • Large firm vs. small firm
  • Start retirement strategies
Work/Life

Work/Life

(Years 5-15)

Key Financial Concerns:

  • Daycare costs
  • Student loans
  • Retirement
  • Asset protection
  • Income protection
  • Home ownership
  • Creating a will
  • Monitoring asset allocation
  • College for kids
  • Aging parents
  • Vacations/traveling
  • Wedding costs
Stay or Go

Stay or Go

(Years 10-20)

Key Financial Concerns:

  • Maximizing savings
  • Liability coverage
  • Partnership buy-in
  • Group benefits
  • Partnership agreements
  • Buy in/out provisions of partners
  • Paying staff
  • Practice overhead protection
  • Healthcare benefits
  • Income continuity
Work or Retire

Work or Retire

(Years 30+)

Key Financial Concerns:

  • Running out of money
  • Long-term care needs
  • Asset depletion
  • Succession planning
  • Business valuation
  • Adjusting investment allocations
  • Medical care costs
  • College cost for kids
  • Asset transference
  • Estate planning strategies
  • Legacy giving strategies

The Planning Process

Our planning process is unique to you!  We help you put together a strategic plan to meet your unique needs for today and in the future.  By addressing your financial goals, financial concerns, or both, we strive to understand you while also educating you on all your options through your various life stages.

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