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 be taking home $45,000 after graduation in their first job. A budget that increases their lifestyle spending to $30,000 would still leave enough left over to:
- Save 10% into retirement - $4,500 annually
- Over $1 million retirement balance (earning 8% over 40 years)
- Put money toward vacations - $2,000 annually
- 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 - $2,500
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
From $800 for individuals
To $900 for couples