Young Professional
Client Age: 27
Occupation: Actuary
Income: $200,000
Jackson was a driven young professional who had just been promoted at work. He had a promising career trajectory as an actuary and loved what he was doing for a living. Thinking it’s time to get serious about his finances, Jackson schedules an intro call with Activate Wealth.
Jackson is a perfect candidate for a 1 time financial plan with Activate Wealth. This is a short term engagement that answers questions on multiple financial planning areas. Clients walk away with a detailed summary document and action items for self implementation
Jackson was a driven young professional who had just been promoted at work. He had a promising career trajectory as an actuary and loved what he was doing for a living. Thinking it’s time to get serious about his finances, Jackson schedules an intro call with Activate Wealth.
Jackson now has a detailed plan on his areas of concern and a great baseline towards building his wealth in the future!
Check out our Growing Family and Mid Career Professionals hypothetical client scenarios!
The hypothetical investment results are for illustrative purposes only and should not be deemed as representation of past or future results. Actual investment results may be more or less than those shown. This does not respresent any specific product and/or service.
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