Low-cost Financial Planning for Young Professionals

This program accommodates the current needs of young professionals by offering financial education and advice from low-cost, fee-only advisors. The program includes an essential financial education, personalized basic planning, and preparation of this year's tax return.

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Low-cost One-on-one Planning

Many young professionals have important questions and decisions that need to be addressed early in their career, but feel as though they don't have substantial assets to warrant a financial advisor.

This program offers those individuals low-cost access to both experienced and youthful fee-only advisors to answer any questions they may have regarding:

  • Investment allocation
  • Savings
  • Retirement planning
  • Insurance
  • Budgeting
  • Taxes
  • Goal Setting
  • ...Other financial issues


We will provide you with an education covering the following material:

  • Financial Planning Introduction
  • Savings
  • Investments
  • Budgeting/Cash Flows
  • Credit
  • Taxes

Income Tax Preparation

Included in this package is income tax preparation for the current year.

We will prepare and file your income tax return and return a printout for your records (upon request).

Services Offered

  • Review the basics of sound financial strategy
  • All about traditional and Roth IRA's
  • Designing a lifetime holistic financial strategy
  • Annual income tax planning
  • Review current asset allocation and investment location
  • Evaluate the performance of current investments
  • Recommendation of savings plan and retirement considerations
  • Considerations when buying your first home and/or mortgage review
  • Analysis of credit score, student loans and overall debt
  • Financial considerations when getting married and/or starting family education funding
  • Managing employee stock options and implementing a strategy
  • Planning the appropriate deductions on your paycheck