Cleo (30) is a recent graduate from a nurse anesthetist program. She wants to create a financial plan for future financial success. Cleo specifically came to us for help balancing multiple financial goals:
- Buying a home
- Paying down her student loans
- Saving for retirement
- Maintaining financial independence
Cleo’s financial plan specifically addressed both her short-term and long-term goals. We created a schedule for paying down her student loans that enabled her to contribute the maximum amount to her retirement account and save for a down payment on a future home. After completing this process, Cleo feels confident about her financial future. We continue working with Cleo to monitor and update her plan.