Sounds of Success

We like to hear it (and shout it) “Loud and Proud” when our EPP members realize goals and pass the key milestones that mark a well-defined path to reaching their financial summit:

Boom! Micro-Goals
We LOVE creating 90-day goals so our EPP members can see immediate payoffs for sticking to their plan. From Basecamp to Summit we act as trusted guides (your personal “Wealth Sherpas”) on your Ascent to Prosperity (link to Ascent to Prosperity page). We coach you on your journey, helping you make the right decisions as you define your idea of financial success along the way to your personal financial summit. Small, incremental goals are critical to this larger, longer journey.

Cha-Ching! Budgeting & Saving
Budgeting and saving are critical components of long-term financial freedom. We help EPP members do both:

• Identifying wasteful spending
• Integrating money management into everyday life
• Creating a realistic, personalized plan of action
• Embracing new technology to minimize difficulty

While many financial advisors recommend a fixed, percentage-based budgeting of expenses, we realize this approach doesn’t work for everyone. We collaborate with EPP members on an individual basis to determine percentages that fit their individual needs, personal goals and specific situation.

Cheers! Retirement Planning
When it comes to investing and retirement planning, the EPP emphasizes the reality that small changes in your early years pay HUGE dividends down the road.

Fiscal Fact: the traditional pensions your parents or grandparents may have participated in are quickly disappearing or already gone in many sectors of the economy. Based on this new fiscal reality, its especially important to fund a majority of your retirement through 401(k)s and other self-directed retirement plans.

The New Reality: More than any previous generation, ensuring a financially healthy (and happy) retirement is up to you.

Click here to apply for enrollment in the Emerging Professionals Program.