Being intentional with your finances

Dave Sather forwarded me an email from the daughter of one of our clients. Jessica and her husband, Craig, wanted to come in to review their finances with three primary goals: saving for retirement, buying their dream home, and planning for future college expenses.

With over a decade in wealth management, it’s not uncommon for us to work with the adult children of our clients— but it’s always a rewarding experience. I opened their spreadsheet and was immediately struck by what I saw: meaningful assets and, shockingly, no debt. Curious, I asked Dave if they were in their mid-40s.

He replied, “No, late 20s.”