Young Professionals

Young Professionals
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. At Our House Wealth Advisors, 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.
We Offer you a cost-effective way to plan and manage your finances. Inquire about the payment options available.*
Personal financial planning website
Set Specific Financial Goals, Both Short-term and Long-term
Create a Working Monthly Budget
- Determine the proper amount of money to maintain in an emergency fund
- Introduce you to Your Budgeting Tool and Personal Financial Website
Debt-Reduction Best Practices
Saving for Major Purchases or Life Changes**
Improving Your Credit Score
Investment Management
- Risk tolerance
- Savings and investing plan
- 401(k)/403(b)/457(b) Roth IRA contributions
- Selecting the investments for your retirement accounts
Employee Benefit Review
Insurance Consultation
- Disability
- Life Insurance
Quarterly Coaching Call
Your Journey to Financial Freedom Starts Today!
No minimum investment if on a subscription plan