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Activate Wealth is a fee only financial planning firm delivering comprehensive planning services to busy working professionals from their late 20s to early 40s. These professionals and families have a strong desire to enjoy their life and money NOW while keeping an eye towards the future. Given this unique stage of life, clients of Activate Wealth often want to: 

SAVE TIME
SIMPLIFY COMPLEX SITUATIONS
GROW THEIR WEALTH

As a busy professional, saving time is a huge priority. With a growing career and increasingly complex financial decisions in front of you, its’s time to get serious about your money. But where do you find the time to manage it all? Activate Wealth was designed to save you time and help you make decisions that grow your wealth for the future while living wealthy today!

WHY ACTIVATE WEALTH
CFP®

Becoming a Certified Financial Planner is the gold standard in personal financial planning. Rest assured that we have the technical chops to work through all of your unique financial circumstances. 

Fee Only

Being “Fee Only” means that the only compensation we receive is paid directly from you, the client (no product sales or 3rd party commissions). As a client, you will have the piece of mind that we are always working in your best interest. 

Focused

We work specifically with busy professionals from their late 20s to early 40s. This focus allows us to become experts for these types of clients and create uniquely tailored solutions. 

ACTIVATE YOUR WEALTH PROCESS

Want to know what happens when you become a client of Activate Wealth?
Our
Activate Your Wealth Process is a 3-4 meeting process that covers these 9 financial planning areas:

Want to know what happens when you become a client of Activate Wealth? Our Activate Your Wealth Process is a 3-4 meeting process that covers these 9 financial planning areas:

Debt & Student Loan Management
Goal Creation
Savings & Cash Flow
Insurance & Risk Management
Investments
Tax Planning
Employee Benefit Optimization
Education Planning
Estate Planning
Goal Creation
Savings & Cash Flow
Debt & Student Loan Management
Investments
Tax Planning
Insurance & Risk Management
Employee Benefit Optimization
Education Planning
Estate Planning
HOW CAN WE HELP YOU

YOUNG PROFESSIONAL

HOUSEHOLD INCOME: $95,000
AGE: 27

PLANNING AREAS:

  1. Putting together a personalized budget
  2. Saving for a down payment on a home
  3. Paying down student loan debt

GROWING FAMILY

HOUSEHOLD INCOME: $300,000
AGE: 35

PLANNING AREAS:

  1. Saving for future college tuition costs
  2. Planning for a potential loss of income
  3. Reducing their annual tax bill

MID CAREER PROFESSIONALS

HOUSEHOLD INCOME: $450,000
AGE: 45 & 43

PLANNING AREAS:

  1. Maximizing savings on college costs
  2. Reducing taxes from their investments
  3. Optimizing their investment portfolio

8 TIPS FOR GROWING & PROTECTING WEALTH AS A YOUNG PROFESSIONAL