John (37) & Emma (35) are married and making $250k in household income. They both have good corporate jobs and are looking for a financial advisor to partner with that will be a sounding board in all financial decisions they face and hold them accountable to take the steps needed to achieve their goals.
Key Concerns: • Savings for short & long-term goals (i.e. new home purchase, retirement, etc.) • Debt & cash flow management. • Understanding employee benefits. • How should they invest? • How much life insurance do they need? • Strategies to minimize taxes. • Do they need estate plans?
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