Business Professionals 40-55

If you’re anything like your peers, you have either paid off your student loan debt or are in the home stretch and have picked up a mortgage and car payment to even things out. You are in the prime earning years of your life, but this often comes with a struggle to keep work – life balance. The next few years will make a huge impact on your financial success moving forward.

We will create a plan to:

  • gain control of your finances and empower you to enjoy life! Let us worry about your finances, so you can enjoy doing what you love.
  • efficiently pay down debt. Debt isn’t always a bad thing, but we should decide how and when to use it moving forward.
  • protect you from life’s uncertainties. We’ll review your workplace benefits (if applicable) and create a plan to maximize your benefits.
  • hone in on retirement. What does retirement look like? Do you want to walk in and say “I QUIT!” or would you like to slowly pull back? What does it take to get there?

So, what does it cost to work with us?  Because our fees are based on your personal situation and the complexities it brings, it would be reckless for us to quote a fee without getting to know you better.  In our initial consultation, we will discuss our fee structure and how we’ll work to fit it into your monthly budget.  If at any time you’re dissatisfied with our service, we will refund your fee.  No questions asked.