Best option for me: Tier 3 - Preparing
The FIRE (financial independence, retire early) approach has been a theme throughout my entrepreneurial career. I’m ready to enjoy the freedom of my time now, while still keeping my investments momentum going.
Best option for me: Tier 4 - Enjoying
I’m ready to worry about planning trips to visit family, not worry about what’s happening with my assets or running out of money while I appreciate my retirement.
Best option for me: Tier 2 - Prospering
My employer recently promoted me, and now I’m finally at a place where I feel comfortable investing as I think about what’s next in life.
Best option for me: Tier 1 - Building
Having recently graduated, I need some guidance on how to best approach my student loans. I’d like to get an action plan in place now rather than feeling stressed later on.
Best option for us: Tier 3 - Preparing
We’ve both been successful in our careers and are looking forward to retirement soon. Are we ready for that? Do we have all of our strategies identified and plans in place? What comes next?
Best option for us: Tier 2 - Prospering
We recently got married and are building our life together, combining our finances, and preparing to buy a rental property as an investment.