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The Bright-eyed

Client Centered


The Bright-Eyed is still establishing himself within the workforce and wants to make sure he’s set up for success. He likes knowing his options when it comes to workplace “adult” things such as his 401k, health and dental insurance, and HSA. He also wants to be informed about personal “adult” things like whether he should rent or buy when it comes to housing and cars.

Concerns & goals: 

  • Debt management (school loans, credit cards)
  • Cash flow and spending management
  • Company Benefits (Insurance, HSA, 401k)
  • Renting vs Buying
  • Emergency and Goal Savings
  • Auto Leasing vs Buying

Not you? How about one of these?

The Established

The Established

Respected, experienced, balanced

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The Reinvented

The Reinvented

Prepared, forward-looking, protective

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The Start-Up

The Start-Up

Entrepreneurial, reliable, vigilant

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The Boss

The Boss

Driven, attentive, successful

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