Meet Austin
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.
Austin’s top questions:
- 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?
What Austin needs:
- 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.
Starting at $1,500
Strategies for Managing Student Loan Debt
Fixed or Variable Mortgage, Which Should You Pick?
Building a Solid Financial Foundation
