YOUNG PROFESSIONAL
As you enter your career, balancing your short, intermediate and long-term financial goals can be a challenge.
IF YOU FIND YOURSELF ASKING, HOW DO I:
- Repay my student loans
- Budget and pay for grad school
- Save for and finance major expenses, such as wedding, home or car purchase, new business loans, etc.
- Use credit cards effectively to build credit
- Invest in my future, including
- Starting an emergency fund
- Enrolling in my first 401(k) or retirement plan
- Navigating investment options and account types (Roth vs. traditional)
Capital Asset Management Group is here to help answer these questions and more! Financial conditioning starts at the beginning of your journey, not at the end, so now is the perfect time to get started designing your future.
Financial Planning Program:
Independence Accelerator
There is a correlation between the extent of one’s financial resources and the level of personal freedom they can enjoy…money may not buy happiness, but it most certainly buys choices. The easiest and most enjoyable way to realize your potential is with the guidance of a skilled coach. Through our education-based planning approach, you will enjoy the benefits of financial complexity communicated effectively through our group coaching opportunities in our Independence Accelerator program. During these sessions, we will teach and orchestrate each of the five steps of our Integrated Independence Method (I2M) planning process to deliver a financial plan as the blueprint to your financial independence.
Ongoing support
Independence Energizer
With your financial blueprint in place from the Independence Accelerator financial planning program, Capital Asset Management Group provides the ongoing support to keep your financial house in order, goals on track and dreams within reach. Continue your financial education and stay energized and focused toward your goals through quarterly group coaching sessions to review and update your plan so it continues to evolve with your needs over time with our Independence Energizer program. We also host a number of ongoing educational opportunities, ranging from webinars, workshops, newsletters and similar, delivering a robust, proactive planning experience and ongoing support engineered for your financial success.
Click here to learn more about what we do, or complete the first step of the planning process today with our Goals Driver™ Questionnaire.
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