Broker Check

Stage 1 - Starting Out

Starting Out

You're starting out.

  • You've graduated or finished your education
  • You've just started your career or are a few years in already
  • Perhaps you're going to be or are recently married
  • You're planning to have kids, have one on the way, or a few young ones scrambling around. 
  • You realize that none of the financial topics you need to know about were taught in school. And now you have everything in front of you.

Here are some areas to consider. 

Cash Flow Strategies

  • Creating Life Goals
  • Creating a Cash Flow Plan
  • Paying off Debt/Student Loans
  • Purchasing a House 
  • Creating an Emergency Fund

Investment Planning

  • Creating an Investment Plan
  • Allocating your Assets
  • Funding the right accounts
  • Disciplined Investing

Insurance Planning

  • Which insurances do you actually need?
  • How much insurance?
  • Which should you avoid!? 
  • Getting the most bang for your buck.

Estate Planning*

  • Creating a Will
  • Guardianship for your Children
  • Power of Attorney & Health Declaration
  • Beneficiaries are correct

These Financial Planners specialize in working with clients in Stage 1. 

Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.