Starting out in your career and moving up the ladder is exciting. Whether you’ve nabbed that perfect job, or you’re just starting your career as a doctor or engineer, now is the perfect time to start planning for your future. Here’s a short video about how we can help.

Video Script

Wendy Cox:

Graduating from college, starting your career, or maybe finally landing your dream job – they’re all exciting milestones. But any major life change, also brings a lot of questions. And the most common is, “Now that I’m making money, what should I do with it?”

We’re here to help empower you so you can move forward confidently towards the life you really want.

Rex Clevenger:

So where do you start? Here are 3 ways –

First, you’ll want to start saving for short-term goals, like your emergency fund – intermediate goals, like furniture, a car, or a house – and long-term goals like a second home and retirement.  Retirement may seem a long way off right now, but the earlier you start, the better.

Next, contribute at least  as much as needed – to your company’s 401(k) plan to get the full company match.  That’s basically free money, so you don’t want to miss out on that.

And third, you likely have student loan debt, so make a plan to eliminate that over time.

Wendy Cox:

You may be wondering how to do it all at once.  How do you prioritize paying off student loan debt, saving and investing, while still trying to have a life.  Each situation is different, but the answer is all about balance.

We can offer strategies to help you tackle short-term needs and long-term goals.

I remember my first big purchase when I started making and saving my own money – it was a car. That was a great feeling.  Maybe you’re hoping to buy a house, start a family, or travel the world. Let’s talk about your dreams – so we can help you make a plan to reach them.

Want to learn more about our process?

Schedule a 15 minute introductory call so we can learn more about you, your financial goals and how we can best help you achieve them.