• How do I balance retirement, investing, paying off debt and maybe buying a home?
  • Which type of retirement account is right for me?
  • How do we make sense of our company benefits?
  • Do I really need to think about insurance?
  • How does anyone afford to have kids?
  • Can I be a little frivolous and travel?

Great work considering how best to position yourself for the future. We get it: Yes, someday, you want to retire, but there are also things you want to do now. You aren’t living for a future retirement; rather, you want to maximize your entire life. We can work through that together, building on lessons learned from others in a similar situation, while making your plan your own.