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Next Generation Professionals

Just as a well-crafted strategy is key to any successful company or practice, well-crafted planning is the key to personal financial freedom and success. You may wonder how to allocate funds across student loans, retirement, housing, stock options, major life events, and want to know how long you need to work in an intense, high paying job before I can step back to your ideal career. We at IEM are here to guide you with expert knowledge to design a plan around these needs.

Our team assists you to blend short-term needs and long-term strategies to manage your investments and plan for the life you want to design. Through Our Process, we can help you with things such as:

  • Cash Flow Planning
  • Major Life Events (Family planning, marriage, divorce, death, etc.)
  • Managing Education Debt
  • Employer Benefit Plan Analysis
  • Qualified Retirement Plan Analysis and Saving Strategy- Employer-sponsored plan and Health Saving Account (HSA) rebalancing/recommendations
  • Tax Planning
  • Charitable Giving
  • And More

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Meet Michael & Sarah

Michael and Sarah are a couple in their early 30s. Michael is an attorney and shareholder at a law firm and Sarah is a Registered Nurse. They came to IEM by introduction of some friends, searching for help on how to combine their finances after they were married and as they were climbing the ranks in each of their professions.

We helped Michael and Sarah determine their philosophy around combining finances. We then helped develop a holistic plan, which included getting them appropriately set up for benefits and retirement plans at work. As life progressed and incomes increased, we designed plans to help them allocate cash flow, save for a family home, and even have a longer-term roadmap for education planning for the children they plan to have one day.

We have helped them adjust their roadmap to accommodate the new constraints on cash flow, keep in mind tax planning, and still help keep them on track for their retirement and educational goals.

*The above is a hypothetical case study and is for illustrative purposes only. Actual performance and results will vary. These studies do not represent actual clients but a hypothetical composite of various client experiences and issues. These case studies do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted.


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