Jason: Planning for the Future
Paying off law school loans quickly, maximizing income and savings, and investing aggressively for the future
We started the process by helping Jason create a plan to increase student loan payments so he could pay off debt faster and increase cash flow later on. We brought on a CPA that could help identify any potential reductions in taxes or tax credits Jason might be able to take advantage of, and we performed an audit on his employer 401(k) plan to find the best investment strategy that would align with his timeline and tolerance for risk.
We helped Jason create a plan to pay off his student loans several years earlier than he would have, and our work with a CPA helped to identify the available tax deductions and credits and would work for his situation. He is also saving a set amount of money each month for his first home, which he should be able to afford in a few short years.
We were also able to help Jason identify and select a 401(k) investment option that made sense with his investing timeline. Since delegating the heavy lifting of his finances to an expert, Jason spends his free time focusing on his career goals by pursuing his MBA.
*Case studies presented are purely hypothetical examples only and do not represent actual clients or results. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed. Each client has their own unique set of circumstances so products and strategies may not by suitable for all people. Please consult with a qualified professional before implementing any strategy discussed herein. No portion of these case studies is to be interpreted as a testimonial or endorsement of the firms' investment advisory services.*
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