Lauren

Young Professional

Primary Concerns:

  • Having a formal financial plan
  • Gaining a better understanding of her employer benefits
  • Paying off college debt

Discover Pring Turner’s Solution for Lauren

Primary Financial Concerns:

  • Having a formal financial plan
  • Gaining a better understanding of her employer benefits
  • Paying off college debt

Key Questions:

  • What is the best way to start a financial plan?
  • Am I getting the most out of my employer benefits?
  • Should I pay off my student loans or start investing first?

Recommended Services:

Lauren is an ambitious young professional with an extremely promising future. After a few years working in the “real world”, Lauren was thrilled when all her hard work paid off in the form of a nice promotion at a new company. She wanted to start her new job off on the right foot by developing a formal financial plan but like many of her generation, she is skeptical of Wall Street and doesn’t have the passion or time to develop a financial plan and invest on her own.

Pring Turner has over 40 years’ experience working by the side of young professionals. For young professionals like Lauren, we can review student loans and new employer benefit programs including 401(k), Employee Stock Purchase Program (ESPP), Restricted Stock Units (RSUs) and Employee Stock Options. The goal being to help address your primary financial concerns, answer key questions and developed a viable action plan. Ultimately our job is to provide young professionals with a personalized investment plan that aligns with their goals so they can enjoy life today, while also laying the foundation for a bright financial future.

Case studies presented are hypothetical scenarios and for illustrative purposes only. Please see disclaimers page for additional information.

Advisors who specialize in financial planning for Young Professionals:

Tom Kopas
Investment Advisor

Jim Kopas, CFA
Investment Advisor

Call 925 287 8527 to schedule a complimentary consultation session with one of these advisors.