Business Professionals Under 40

Working in a corporate/business atmosphere is demanding, often times creating a imbalance between work and life. The last thing you should be worried about when you get home at night is your finances. If you’re anything like your peers you have student loans to repay and a little credit card debt you’re not proud of. Let us take care of your finances so you can do what you enjoy most!

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.
  • pay down debt efficiently. We’ll look at your options (consolidation, refinancing, etc) to determine the best course of action.
  • protect you from life’s uncertainties. We’ll review your workplace benefits (if applicable) and create a plan to maximize your benefits.
  • efficiently save for retirement. Saving into a workplace plan is a good start, but it may not be the only or best way to save.

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.