Define your financial future with our Young Professionals Program
For young professionals in their twenties and thirties transitioning from college to career, many find they may have more time to dedicate to their financial journey, but they lack the tools and resources to know where to start. What is credit? How do you understand your employer’s benefits package? Why should you even start retirement planning now?
Our Young Professionals Program is geared toward those of you who are avidly searching for answers to those questions and want to learn how to build a flourishing financial future. Whether you are a recent college grad who is just beginning their professional journey, a newly married couple starting a family, or any other young professional with questions, we are here to help.
Setting up an early foundation towards financial independence
It can be easy to push off planning for your financial future, especially as this season of your life grows considerably busier. Although it may seem like you have many years to start thinking about these steps, ultimately, the longer you procrastinate, the less time you have to build financial security for yourself, your current or future families, and other loved ones. Years down the road, you could find yourself in your fifties or sixties with little to no retirement funds and no way to take care of your loved ones when you inevitably stop working. That’s why it’s imperative that you set yourself up for success by understanding methods of establishing financial independence and optimizing the time you have to build wealth now rather than later.
Designed for those just getting started
There are so many resources and conflicting recommendations on what steps you should be taking to establish the foundation for your financial future that it can be overwhelming to know where to start. We help take the guess work out of determining what’s the best path to take, providing you access to relevant resources and working with you to establish goals and actionable objectives. You may be a candidate for our Young Professionals Program if any of these descriptions resonate with you:
- You recently started a new job, are living on your own, and your earnings are going towards loans and everyday expenses. Thus, you’re not sure how you could possibly start saving.
- You have money left at the end of each month and don’t know what to do with it.
- You’re currently focused on paying down debt but want to also put money into savings and retirement accounts.
- You’re considering whether you can feasibly purchase a car or home.
- You’re considering if your overall financial picture also contains sound tax strategy. For that matter, you want to understand basic tax concepts, taxable income versus nontaxable income, and what amount you should withhold on your paycheck.
Consultations include financial review, best practice guidance, actionable recommendations, and more
During our Young Professional consultations, we’ll review your current financial picture, tax-saving strategies, and actions you can take to be successful. After that, your Storen Financial advisor will follow up to check in on how your action items are progressing and answer any additional questions. Every consultation is different because every client has their own unique set of goals. Consultations include, but are not limited to:
- Identify and prioritize personal financial goals
- Understand your monthly cashflow and budget
- Discuss how different savings options work and related tax consequences
- Strategize debt management
- Discuss options for future changes or emergencies, including insurance, beneficiaries, POAs and more
- Review employer benefits packages
- Discuss additional tax-saving strategies
- Discuss recommendations on protecting your identity from financial scams
Ready to schedule a consultation?
Remember everyone’s journey is different. Educating yourself is the first important step. With this knowledge, you’ll be able to create your own customized path, and as time goes by, you’ll need to update and make some changes accordingly. Storen Financial has various resources that will continually guide you as things change.
If you’re interested in scheduling a consultation with our team, contact us now for more details. Click here for contact information. Or click here to learn more about our Financial Planning Investment Services.
Learn more by reviewing these helpful resources
We’ve created blogs, educational videos, and other resources designed specifically with you in mind. These resources include topics on how to invest, establish credit, decipher a retirement plan, and more. Get an early start by reviewing this information now! Click here to access all of our Young Professional resources.
Blog by Kiran Sharma – Financial Advisor
Learn more about Kiran and the rest of the Storen Financial team here.