Ambitious Young Professional Millennial on a Quest for Financial Independence
Discover Pring Turner’s Solution for Lauren
Lauren is an ambitious young professional with an extremely promising future. After a couple years working in the “real world,” Lauren was thrilled when all her hard work started paying off in the form of a nice promotion. She had always been financially motivated and interested in following through on her financial goals, but never felt like she had any free time to review her . Having spent most of her time and efforts focusing on school and building a career path, she knew that since her career was taking off she needed to refocus on her finances so she can take the next step on her quest for financial independence. Like many of her generation, Lauren places a high value on her time, both professionally and personally, and is looking for financial guidance so she can focus on the things that matter most to her.
During her initial meeting with a Pring Turner financial advisor, Lauren took comfort in knowing fellow young professionalsmillennials (Jim and Pamela) were going to be working directly with her. Together they reviewed her student loan debts, 401(k), Employee Stock Purchase Program (ESPP), Restricted Stock Units (RSUs) and Employee Stock Options. Her new financial advisor designed a personalized investment plan in line with her goals so she can enjoy her life today, while laying the foundation for her bright future. By building a relationship with her Pring Turner financial advisor, Lauren not only knew she had a sound financial plan well into her retirement years, but more importantly she had a trusted financial partner to help advise her on her most important financial decisions.her navigate the volatility of the market and life’s ups and downs.