Financial guidance for positive change.℠

Life Stage

Beginning My Journey

I’m getting established in my career…

“I want to make the right financial decisions today so I will have resources to live comfortably and to help make the world a better place. I have so many questions. Sometimes this all feels overwhelming.”

Common questions you may have:

  • There are so many things I want to do with my life; where do I begin?
  • Should I be saving for a home or paying off my student debt?
  • I enjoy traveling to interesting places and learning about other cultures. Can I afford this?
  • Is it worth putting money into a 401k this early in my career?
  • We’re moving in together. Should we combine our bank accounts?
  • I volunteered in college and loved it. How can I fit volunteering in now when my job is so demanding?

Things we’ll work on together:

  • Identifying and prioritizing your goals
  • Managing your bills (student loans, credit cards, mortgage) efficiently
  • Budgeting so you can comfortably live within your means
  • Paths to begin accumulating wealth
  • How to best join financial resources with a spouse or partner
  • Ways to volunteer with purpose