Financial Planning is the perfect
Graduation isn't just the beginning of a career, it's an incredible opportunity which most people only get once or maybe twice in their lives. A graduate will see their income possibly double or triple within the next year due to beginning their actual career.
A financial plan designed for recent graduates can increase lifestyle spending by 50% and still have enough left over to save 30% to 50% of income; enough to save for a house, a European vacation, starting their own business, and their retirement at the same time!
A student who worked part-time during college might take home $20,000 per year, but after graduation will be taking home $45,000 at their first job. A budget that increases their lifestyle spending to $30,000 would still leave enough left over to:
Invest 10% toward retirement - $4,500 annually
Over $1 million retirement balance (earning 8% over 40 years)
Put money toward vacations - $2,500 annually
Allowing vacations every year or a big vacation every two years
Begin saving for a home - $4,500 annually
~$60,000 down-payment (earning 6% over 10 years)
Put money away to start their own business - $3,500 annually
Graduate Financial Foundation Plan
Give your graduate a financial jumpstart with a comprehensive Graduate Financial Foundation Plan. Plans cover the most common financial needs when building a financial foundation.
Exploration & Prioritization of Life Goals
Cash Flow Analysis of Current Spending
A Budget Optimized for Current Lifestyle and Long-Term Investing
Net Worth Statement Analysis
Student Loan and other Debt Analysis
Loan Management Strategy
Early-Stage Retirement Plan & Projections
A Financial Dashboard
Schedule a No-Cost
$800 for individuals
$900 for Couples