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 for building his wealth in the future!
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