wealth stages

Creating Wealth

During this stage of your journey, your wealth is tied up in "human" capital - your ability to earn income. You live in a changing world of fewer employee pension plans and means tested government benefits. You know that you have to look after yourself and want trusted, professional guidance. You need to understand insurance, savings and debt management strategies.

Your financial priorities are: protecting your income, paying off credit card debt and/or student loans, paying for a home, establishing an emergency fund, saving for material purchases, saving for your children’s education and saving for retirement.

We will help you imagine your destination and explore your possibilities to build a solid foundation that ensures you arrive with confidence.