Families and young professionals have to contend with multiple financial planning issues at the same time. They face decisions about budgeting, investments, retirement savings, college savings, insurance, and more—all at the same time. It can be overwhelming, especially for people who are simultaneously trying to build their careers and enjoy their family life. Today, young professionals are seeking Financial Planning earlier in their careers but often times are turned away because financial advisors are focused on asset management.
Lionshare Partners works with individuals and families in what is known as the “accumulation stage” to help make sense out of their choices and options. We provide financial planning for families that takes in long time horizons and reflects that people’s lives are going to change over decades. We help young professional make the right financial decisions so that they do not have to make big adjustments and play “catch up” as they near retirement age. We believe that having a solid financial foundation sets you up for long-term success and we want to be your partner from the beginning. Offering you a cost effective way to plan and manage your finances is something we are very passionate about. Below are topics and questions often covered during financial planning for young professionals:
What do I do with my severance package?