Our advisors help emerging affluent clients with the beginning phases of building wealth and how to get into the right financial habits. Common questions we help emerging affluent clients with include:
Establish And Define
The Client-Planner Relationship
Gather Client Data, Including Goals
Analyze And Evaluate Your Financial Status
Develop and Present Financial Planning Recommendations and/or Alternatives
How much should I be saving?
Should I create a budget?
What retirement accounts should I fund and in what order?
How much can I afford for my next home?
How much do I need to save for kid’s college?
How much risk should I take in my portfolio?
Do I need an estate plan?
What is a trust and do I really need one?
How much life insurance do I need?
What type of insurance do I need on my home?
Is my group disability policy at work enough to cover my family’s needs?
NEWS & MEDIA
We are only halfway through 2020 and already it has been one of the most unique investing years in memory. If the biggest surprise of Q1 was...
By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) On June 8, the Business Cycle Dating Committee of the National Bureau of...
At the Start, Markets Rallied The equity market had been on a strong upward trajectory since bottoming in late March. From March 23 through June 8,...