New Grads - Milestone Planning
Start on the right path with the right foot
College graduates work diligently for years to attain their degree. They have a vision for their life, but often have difficulty formulating the financial plan that will shape their future. The years following graduation are some of the most formative and impactful in a lifetime. This is how we'll help you start strong, with a financial plan and the knowledge to succeed.
Detailed Budget
We work with you to form a sustainable budget personalized to you and your needs
Action Checklist
Upon completion you'll have a checklist of actionable goals to act out your plan
Income Protection Analysis
An insurance recommendation to protect your most important wealth building asset
Emergency Savings Review
After careful review we make a recommendation on the size of your emergency fund
Discussion of Financial Priorities
We help you align your short term actions with your long term financial goals
Debt Review
After review a strategic recommendation is made to handle your debt most effectively
Student Loan Debt Review
We take an individualized approach on handling student loans
Major Purchase Review
We offer review and recommendations on anything that can't be written out of your checking account
Healthcare Review
Review health benefits including individual and group to offer the best recommendation for your needs and budget
Income Tax Review
A review of where your money goes, its tax implications, and how to optimize
Statement of Assets & Liabilities
Be aware of your assets and liabilities at the start of your journey so they can be tracked throughout your lifetime
Investment Allocation Plan
A structured and diversified portfolio is necessary to a complete plan
Employee Benefits Review
Understanding benefit options, and the effect of starting a job or leaving it
Thanks to the unique nature of the graduate's situation, a financial plan is necessary for success in life. These Financial habits graduates form now will shape their future. The time to start is today.