In your thirties, your life is gaining momentum at a rapid pace. At the time when you’re getting married, buying a house, getting a big promotion, having children, good financial advice is most impactful.
Getting on the right financial path early on can mean tens or even hundreds of thousands of dollars difference over the course of your life.
That said, most financial advisors don’t want to work with young families.
Shocking, I know.
They say things like, “they don’t have enough money yet” or “their plans are changing too often.”
As someone who is also in this stage of life, however, I created a financial planning service tailored to families like yours. I understand the complexity of facing a lot of family goals all at once, and I know how to balance them to both grow your wealth AND live well.
I can help you answer questions like:
- How much house should I buy based on your family budget?
- If one of us chooses to stay home to raise children, will we stay on track for retirement?
- After changing jobs, how should we manage old retirement plans?
- What’s the best college savings plan for us?
- How do we allocate a bonus amongst many goals?
- What insurances do I need–and which are unnecessary?
- Do we need a will?
A solid financial plan clarifies your goals, gives you a roadmap toward them, and accelerates your timeline to reach those goals. In fact, people with a solid financial plan in place have nearly 3x the net worth of people who do not.
As a CERTIFIED FINANCIAL PLANNER(TM), I design financial plans that reflect your family’s values, how you live, all the things you want to do, and all the things you haven’t thought of yet. I help organize your many competing priorities, get clarity your options, and make smart decisions. It is my passion and purpose.
Why? Because families with a secure financial plan run more smoothly, build wealth faster and enjoy life more.