Our advisors help emerging affluent clients with the beginning phases of building wealth and how to get into the right financial habits. Common services we offer include:
Cash flow planning
Retirement savings planning
Proactive Tax consulting
EMERGING AFFLUENT CASE STUDY EXAMPLE
CHRIS & JENNY
Chris and Jenny are married with one child and another due any day now. Chris is a lawyer at a large law firm in town and Jenny is a sales professional at a publicly traded company. Chris isn’t sure if he will stay at the firm and become a partner or become an in-house counsel to one of the firm’s clients. Jenny struggles with whether to stay at home or continue working – she would like the option to stay at home.
NEWS & MEDIA
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