Meet Jennifer and James. As young attorneys, they had healthy six-figure incomes. Here’s what they were looking to accomplish:

• Doing something better than what their savings account was earning

• Minimizing debt and taxes while maximizing investment dollars

• Plan for the future and where they wanted to be in “x” number of years

The biggest obstacle?

We just weren’t sure what to do.

As busy attorneys, Jennifer and James didn’t have the time to effectively manage their investments. And they weren’t 100% confident in their decisions. Their plan was a little hodge-podge and had some holes in it.

After hearing from the large brokerage firms, they decided they needed an expert and someone they could 100% trust with their money.

what we did for jennifer and james - we can do the same for you

We worked with Jennifer and James to create a long-term plan that gives them a plan and a path.

First, we started with protecting their income, increasing their rate of savings, and building a sufficient emergency fund.

Second, we set them up on our secure client portal. Now they can view ALL of their financial accounts at a glance. What a timesaver!

Third, we developed an investment plan that minimizes fees & taxes while maximizing investment results.

just getting started

For Jennifer and James, just like ALL of our clients, we helped organize and maximize their ENTIRE financial life.

1. We suggested which investments to choose in their employer 401(k) plans and helped them navigate their respective employers’ benefits packages

2. We created an ongoing Wealth Building Strategy

3. We even identified additional tax-efficient savings and investment opportunities

before

Jennifer and James had nice salaries but lacked confidence in their plan and decision making. They were looking to do better & also a bit nervous about investing.

today

Jennifer and James knew their possibilities, they created a plan, and now they have a path.

Plus, they found a friend & trusted advisor in OnPlane Financial Advisors.

Are you a young professional looking

for independent financial advice?

The first step in our process is an introductory phone call or web meeting. This is where we both get a chance to make sure we’re the right fit for each other.

You can easily schedule your appointment here: