100 Europa Drive, Suite 410 Chapel Hill, NC 27517 Secure Client Portal
919 459 8181

Young Wealth Builders

You may be …

  • In the early stages of your career
  • Earning a comfortable income and ready to save in a smart way
  • In the midst of life changes – dual income from one income, new children, first house purchase, etc.

Your challenges, and how we help:

Challenge
Balancing paying down debt (student loans) versus savings
Solution
Fully assess debt repayment options while considering goals, taxes, income expectations
Challenge
Beginning a smart savings plan from scratch
Solution
Build and execute a path to efficiently accomplish your goals with your cash flow
Challenge
Employer benefits review
Solution
Ensure you are taking advantage of all benefits available to you currently or if you change jobs, and how your benefits fit in with a spouse’s benefits
Challenge
Investing for multiple goals: in addition to retirement you may be investing for other expenses, like a new house, college for kids , or more immediate goals like topping up your emergency fund
Solution
Agree on a strategy for each “pool” of investments and potentially create separate, defined portfolios
Challenge
Non-investing risks
Solution
Create an unbiased insurance plan with a focus on life , disability, personal liability and health care; and make sure necessary estate planning documents are in place