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Calling all Young Professionals!

KHC Wealth Management has rolled out our Financial Planning Service (FPS) for emerging leaders and those growing their careers, families, and wealth.  FPS provides young professionals with lower asset levels the opportunity to build a financial planning foundation.  Clients who use this service have unique questions and concerns about their finances and careers: 

  • I’m getting married and we are merging our finances, are we doing this right?
  • I am making a little extra now and am not sure what to do with it.
  • I am thinking of buying a home and wondering if I can afford this change.
  • I am having children, what now?
  • What should I do with my student loans, and how do I save for college for my kids so they are not in the same situation?
  • I want to take the next step in my career, what changes do I need to make?
  • I want to give back or take care of others, how do I do this effectively?

Our team of financial planners has created a solution designed specifically to help answer these questions.  This service includes:

  • Access to a eWealth Dashboard that will organize your current finances and help you gain a complete picture of your current financial condition. 
  • An assessment of your unique situation - your career, financial, and life goals and advice and recommendations to provide you with a solid foundation on which to build. 
  • On-demand access to a Certified Financial Planner™ professional to help you navigate the opportunities and obstacles as you go through changes in your life and career.

KHC’s Financial Planning Service includes an initial setup fee with a monthly subscription charge.  If you or someone you know are asking yourself these kinds of questions above, facing financial issues that require additional expertise, or simply want to discuss your plans with an objective party to, we are here to help.