Young Professional


 

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Prepare for Prosperity

The preparation is done and now you are reaping the benefits from all your hard work. You know that in life you don't get any "do-overs", and want to make smart decisions about the money you earn.  

At Charleston Financial Advisors, we will help guide you to create a solid foundation to build wealth:

Am I saving enough given what I make?

Should I accelerate paying off my student loans?

What type of investments are appropriate for me?

Should I rent or own?

How much should I contribute to my retirement plan at work?

At Charleston Financial Advisors, we have developed a coaching program to help you learn the principles of sound financial management and guide you toward success.

Together, we will create a plan to take you from where you are today to where you want to be in 5, 10, or 20 years.  But don't worry, we act as your accountablity partner to help you implement the strategies needed to be successful.