Are You a Young Professional?
In 2003, Forbes Magazine coined the term HENRY to describe the growing demographic of families with high incomes at a young age and recognized the unique challenges they faced. Being in the early stages of a career with a high salary is exciting, yet puzzling. You want to start accumulating wealth, but you’re unsure how to best plan for future goals, save effectively for retirement and navigate rising taxes. Remaining on a trajectory towards a robust financial foundation is your aim, though you’re uncertain which avenues to take. Together, we’ll identify strategies to synthesize all pieces of your finances — so you can experience financial clarity.