Young Wealth Program

Financial Planning For Earl-Career Professionals

Young Wealth Program

Flat Fee of

Annual Contract, Paid Monthly, Quarterly. or Semi-Annually.

Young Wealth Program

Financial Planning services are charged as a fixed fee, which varies by complexity and starts at $100/month, or $1200/year. Note: This service is only available to single professionals with $100,000 in federal student loans earning at least $85,000 a year.

Broadly, financial planning will address several areas, including (but not limited to) the following:

  • Personal Finance Management. including identifying financial goals, evaluating financial statements, cash flow management, financial counseling, and debt management.
  • Student Loan Advising: including student loan analysis, education savings vehicles, financial aid, gift/income tax strategies, and education financing.
  • Insurance Planning: including planning for survivor needs and protecting income

Schedule a web meeting with me here.