Will & Kate

Technology Professional and His Growing Family

Primary Financial Concerns:

  • Paying off college debt
  • Buying a home
  • Saving for their children’s education

Discover Pring Turner’s Solution for Will and Kate

Primary Financial Concerns:

  • Paying off college debt
  • Buying a home
  • Saving for their children’s education

Key Questions:

  • Should we pay off our student loans or start saving for retirement?
  • How can we best save for our children’s education?
  • Who can we trust for hands-on financial planning guidance?

Recommended Services:

Will is a software engineer at a large San Francisco Bay Area technology company while Kate is a real estate broker in Walnut Creek. They met in college, were married shortly after graduation, and were blessed with a beautiful baby girl (Elizabeth) nine months later. Will and Kate knew it was important to start thinking about their financial goals not only for their own future but their growing family’s, as well. They wanted to make sure their children would have the resources to go to college without the need of taking out burdensome 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. 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 a bit overwhelmed with all the investment decisions ahead of them.

At Pring Turner we have a long history of providing financial guidance to growing families. For clients like Will and Kate, we are a great resource for insight, education, and answers to a wide range of financial topics such as: 401(k)’s, Individual Retirement Accounts (IRAs), College Savings Accounts, Employee Stock Purchase Program (ESPP), Restricted Stock Units (RSUs) and Employee Stock Options. The guidance and hands-on approach we provide is designed to allow growing families whose lives are changing to feel confident moving forward on their financial journey. Our #1 goal is to aid growing families by putting a knowledgeable financial advisor on their side.

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

Advisors who specialize in financial planning:

Tom Kopas
Investment Advisor

Jim Kopas, CFA
Investment Advisor

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