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:
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!
Want to know what happens when you become a client of Activate Wealth?
Our Activate Your Wealth Process is a 5 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 5-6 meeting process that covers these 9 financial planning areas:
- Putting together a personalized budget
- Saving for a down payment on a home
- Paying down student loan debt
- Saving for future college tuition costs
- Planning for a potential loss of income
- Reducing their annual tax bill
MID CAREER PROFESSIONALS
- Maximizing savings on college costs
- Reducing taxes from their investments
- Optimizing their investment portfolio