At Prudent Financial Planning, we specialize in advising elite professionals to achieve their financial goals, tackle debt, and build to maintain their wealth. Explore our solutions below!
Helping Young Professionals reach their full financial potential.
What do you think of when you hear the words Financial Advisor or Financial Planner? If you have visions of some old guy in a suit working with a bunch of millionaires then you are not alone. Many people associate finances with investing. They think of stocks, bonds, mutual funds, asset allocation, and a list of other terms. Many Financial Advisors will only work with clients who have a certain amount of “investable assets” such as $1,000,000. Who has that kind of money just sitting around—and if they do, why do they need help?
As a financial coach, I help people stop feeling stressed about their money. I help people improve their cash flow and save to buy a home. I help people with crushing student loan or credit card debt.
DID YOU KNOW…
…that an increase of 100 points on your credit score could save you up to $60,000 in interest on your mortgage? (Based on a 30-year/$300,000 mortgage). Or that less than 40% of Americans have $10,000 or more saved for retirement?
We can calculate how much you should have saved for retirement at any age.
ABOUT ME
I am based in Naples, FL and work virtually with Young Professionals ages 25-45 in all 50 states. I am FEE-ONLY and do not earn any commissions. I enjoy endurance sports and have competed in 5k’s, 10k’s, half-marathons, marathons, and triathlons from Sprint distance to Half-Ironman.