Client Example: Diligent Savers With Competing Goals

Benjamin Haas |

The Rosens are busy professionals with the awareness to know that they could use some help with financial planning at this point in their lives. They already have the fundamentals of a plan in place: a good understanding of their savings, adequate cash reserve, and some discretionary cashflow to allocate towards their future. But, they have competing goals and questions on how to efficiently allocate their resources towards those priorities. They want to make sure that their money is successfully aligned with their life and their priorities and managing this takes valuable time that could be spent elsewhere raising their children, managing online schooling, working from home, and focusing on staying safe. We will help the Rosens set a baseline plan for the next 2-3 years, while remaining flexible to change as needed. In addition to the baseline plan and addressing their personal goals, on an annual basis we will review their 401ks, annual budgeting and debt review, check-in on cash flow, look at college and retirement projections, and complete end of year tax planning.

To download the printable PDF for how we help the Rosen's, click here

Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice. All content and information is for informational and educational purposes only.