Recent Graduate



If you’re a recent graduate, venturing into the world of grown-ups and reality can be daunting, especially when you’re now responsible for managing your own money – how you spend and save.

To help you on your new journey, consider having your own financial plan. During college, you followed your college’s catalog. This catalog identified which classes you needed to take in order to attain your degree. Unfortunately, life doesn’t come with a catalog to show you how to live. That’s where a financial plan becomes important.

A financial plan will help you define the lifestyle you can afford now and save for the lifestyle you want to attain. It will help you identify your financial goals beyond building an emergency reserve and saving for retirement. We use the 5 P’s of Life to help define financial goals.

A financial plan will identify how you spend and save money. If you have a full-time job, you may be earning more money than you have ever experienced. A financial plan will encourage you to think beyond buying a larger TV for your gaming or the latest designer clothing. And if you need to repay your college education loan, a financial plan will help you balance debt reduction and growing savings.

Our mission is to help you define and achieve your financial, personal, and professional goals – especially during life transitions. Through our planning services and guidance plans, you take control of your money and life. We do not manage money and will not ask you to move your money. We do not sell products and will not pressure you to buy investments. There is no conflict when we talk about your money.

Contact us for a complimentary call