The Young Family

Eric and Heather are juggling a lot of different things. Their successful careers are growing quickly, along with their family. As their responsibilities at work increase, so do their duties at home, with more and more demands on their time and money.

The couple wants to know how to create security and comfort for their family now and in the future, in spite of mounting expenses and pressure to maintain an enjoyable lifestyle. They think a financial advisor could probably help them create a plan, but they haven’t accumulated much savings, and they’re under the impression advisors are only interested in working with wealthy clients.

We are here to help.

Whether you want to build on the progress you’ve already achieved or realize that you have to get started, we will work with you to answer the questions you have about setting up your family for financial success.

Primary Concerns:

• Developing a budget that ensures day-to-day needs are met

• Protecting the family in case something bad happens

• Balancing spending and saving

• Saving for retirement

• Paying for the kids’ college and possibly private school