Beth has just started her career in landscape architecture. She doesn't have a family yet but hopes to someday and wants to plan for that eventuality. She currently rents an apartment but wants to own a home. She's slowly paying off her student loans. Although she has no other outstanding debt, she's having trouble saving after she pays her bills each month. She has begun contributing to a retirement account, which still has a very small balance.
Beth doesn't feel she has enough assets to warrant paying for any financial advice.
While a full Financial Plan might not be necessary, scheduling an appointment with Prism for Financial Consulting would. We’ll evaluate her current situation and discuss her goals and values. From there, we can create a game plan for reaching her immediate goals (pay off student loans, save for down payment on a house) as well as her future goals. We can also check to make sure that she's adequately insured against life's surprises.