Will & Kate
Technology Professional and His Growing Family
Discover Pring Turner’s Solution for Will and Kate
Will and Kate met in college, were married shortly after graduation, and were blessed with a beautiful baby girl (Elizabeth) nine months later. Will is a software developer at a San Francisco Bay Area technology company while Kate is a real estate broker in Walnut Creek. With plans for more children in the future, Will and Kate knew it was important to start thinking about their financial goals not only for their own future but for their children’s as well. They wanted to make sure their children would have the resources to go to college without the need of taking out huge student loans. As for themselves, they wondered if it was best to pay down their own student loans or to start focusing on investing for their retirement.
Will and Kate came to Pring Turner with the desire to develop a financial plan that could adapt to their growing family’s needs as they evolved. They knew by choosing to work with Pring Turner, they would be partnering with a fee-only financialinvestment advisor who would always have their best interests in mind. With a young child already and more planned in the future, Will and Kate wanted to ensure their financialinvestment advisor understood what is most important to them.
Between their student loans, 401(k)’s, Individual Retirement Accounts (IRAs), College Savings Accounts, Employee Stock Purchase Program (ESPP), Restricted Stock Units (RSUs) and Employee Stock Options, Will and Kate were overwhelmed with all the investment decisions. During their initial meeting with Pring Turner, they were relieved to have an experienced and knowledgeable financial advisor on their side. Together they came up with a financial plan to; meet their retirement needs, fund college education for their children, and simplify their overall investment plan.