Goals Matter
You’re in your 20s/30s, young in your career, and eager to learn and earn. You likely have minimal expenses and a high ability to save. You have ambitious goals for the future. You may be single or might have just started a new family. You could be on the corporate ladder or are growing your business. You spend much of your discretionary money on a car, first home, travel, and/or children.
Does this sound like you? Scroll down for your unique financial guide path.
The Areas of your Life Stage
| Cash Management Strategy (Budgeting) |
| Income Planning (Career Path Planning) |
| Debt-Reduction Strategies (Student Loans, Credit Cards, Autos, etc.) |
| Income Protection (Long-Term Disability Insurance) |
| Family Protection (Life Insurance) |
| Savings Planning (401(k), Roth IRAs, Real Estate) |
| Accumulation Goals (First Home, Cars, Marriage, Children) |
| Education Planning (Primary and Secondary) |
| Workplace Benefits Planning (Choosing and Negotiating the Right Benefits) |
| Investment Planning (All Equity Allocation: Stocks, Real Estate, Commidities) |
| Tax Planning (Qualified Savings, Deduction, and Credit Maximization) |
| Retirement Savings Planning (Savings to 401(k), Roth IRAs, HSAs) |
| Estate Planning (Simple Wills, Power of Attorneys, Beneficiaries) |
| Business Planning (Starting and Operating a New Business) |
| Travel Planning (Experiences) |
Does this sound like you?
Start planning today to make sure your financial future is on the right path.
