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160 Gould Street,
Meet Austin, a 28-year-old flying solo. He just wrapped up his Physical Therapy doctorate and dove into his first full-time gig. The cash is flowing, but so is the student loan debt. Now, he's thinking about dipping his toes into the first-home-buying pool.
- What's the best strategy for tackling my student loans?- How big of a chunk should I stash away for a home downpayment?- What's the sweet spot for retirement savings, and where's the smartest place to park my savings?
- Craft a strategy that juggles debt repayment, future investments, and enjoying the present moment.- Evaluate employer benefits and guide on funding and allocating Austin's new 401(k).- Prioritize destinations for his surplus cashflow in alignment with his values and goals.- Project the home-buying journey, outlining the ideal downpayment and its impact on Austin's cashflow.
Austin’s solution: Our Starter Plan
- Engage in at least 3 meetings spread across a 6-to-12-month timeframe.- Enjoy exclusive access to a personalized Financial Planning dashboard.- Receive a concise 1-to-2-page Action Plan highlighting your strengths and potential opportunities.- Access educational materials and presentations when they add value to your financial journey.