Adrianna Adams
CFP®
your goals
Italy 2024 Vacation - $15,000
Save $1,000 per month in a high yield savings account for this goal. Use $3,000 from Taylor’s bonus to jump start this account. Transfer money back to checking to pay credit card bills from this trip.
House Down Payment - $300,000
It will take 4-5 years to save for a new house, given your current spend levels. If you want to move before Charlie starts school, sell your vested RSUs.
Mortgage - $1,500,000
A lender will lend you more than you can afford. To keep your monthly payments close to your current rent, your mortgage should be around $1,200,000.
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Time is finite.
Your money is not.
Adrianna Adams
CFP®
Your plan is ready!
Meet with one of our CFP® professionals. We'll get to know you, learn what matters most and see if we are a good fit. Then we'll recommend the right plan for you, and get you started on stressing less and living better.
We'll take it from here. We'll analyze your whole financial picture and create a step by step, actionable plan to help you achieve your goals.
Meet with your advisor and put your plan into action. You can continue to work with your advisor whenever you have questions, need support or life changes. This is on-demand financial advice when you need it.
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