Financial Planning for Life Stages

Because your needs change—and your plan should too.

At Our House Wealth Advisors, we understand that financial priorities evolve. What matters in your 20s may look very different in your 50s or 70s. That’s why our financial planning for life stages is built to adapt—to your milestones, your mindset, and your moment.



We work with clients across Chicago, Naperville, Tampa Bay, and beyond, guiding them through the transitions that shape their financial lives. From getting your first real paycheck to drawing from retirement savings, we offer advice that grows with you.

Planning That Meets You Where You Are

No matter your current season, we’ll help you build momentum with clarity and confidence.

Young Professionals

You’re earning. Now what?

If you’re early in your career, you may be juggling student loans, new income, employer benefits, and savings goals—all while trying to “get it right” financially. We offer guidance that demystifies money and helps you build a strong foundation without judgment or jargon.

Families with College-Bound Kids

College is coming. Let’s plan for it together.

We help parents navigate education funding, financial aid, and long-term priorities—so you can support your kids without sidelining your own goals. From 529s to FAFSA, we’ll guide you through the options and timing that make sense for your family.

Pre-Retirees

Retirement is on the horizon—are you ready?

In the final working years, your decisions matter more than ever. We help you fine-tune savings strategies, optimize taxes, explore Social Security timing, and prepare for the transition emotionally and financially.

Retirees

It’s not just about retiring—it’s about living well.

You’ve worked hard to get here. Now we’ll help you make your income last, manage withdrawals, keep taxes in check, and update your plan as life continues to shift. Retirement doesn’t mean your financial life stops evolving—it just changes shape.

A Financial Advisor That Grows With You

At Our House Wealth Advisors, we believe financial planning isn’t a one-time event. It’s a long-term relationship that evolves with your goals and stage of life.



Wherever you are—and wherever you're heading—we’re here to help make your next financial decision feel just a little easier.

Schedule a Free Intro Call →