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Young Professionals

Young Professionals

Young Professionals

No minimum investment 

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! 

 *fees waived if client has assets under management of over $150,000 

**Wedding package is an add-on