Questions you’ll get Answered

We only work with young families.

Our deep expertise in working with people like you means we can answer all the questions you have (and the ones you don’t, but should).

Retirement

  1. When can I retire?!?!

  2. How much should I be contributing to my 401k?

  3. What should I do with my old 401k?

College

  1. How much will it cost?

  2. How much should I be saving every month?

  3. What kind of account should I save it in?

Family Security

  1. How much life insurance do I need? Is what I have through work enough?

  2. How big of an emergency fund should I have and where should I keep it?

  3. Do I need disabily insurance? Doesn’t work cover that too?

Homeownership

  1. How much house can I afford?

  2. What kind of mortgage should I get?

  3. How should I pay for our renovations?

Taxes

  1. What’s the most tax-effective way to excercise my options?

  2. How can I minimize the capital gains on my company stock?

  3. How can I maximize my tax deductions?

Investments

  1. How should I invest my 401k?

  2. What should I do about my stpck options and RSU’s?

  3. Should I buy stocks? ETF’s? Mutual Funds? Which ones?

Debt Management

  1. What should I do about my student loans?

  2. Should I buy or lease my car?

  3. Should I be making extra mortgage payments?

Estate Plan

  1. Why do I need an estate plan if I’m not rich? Isn’t my will enough?

  2. Who will take care of our money and our kids if we’re gone?

  3. Where do I even start?

Employee benefits

  1. Should I pay extra for more life insurance?

  2. Which health plan is best for my family?

  3. Should I be participaitng in my comany’s ESPP?

And how do we answer these questions?