Navigate the Five Financial Life Stages below. Consider your wealth confidence as you assess your progress. Next, evaluate the benefit of making these important financial decisions with a FirstWave Financial® WealthCoach™ backing you along the way.
You are just starting your career, getting married, starting a family, and buying a house. You have mostly outflow and debt incurrence. You are starting to save money.
Through your effort and hard work you are succeeding at your job, your kids are happy and healthy and you live in a nice neighborhood with good schools.
Your children are out of the house, you have big savings for retirement, your mortgage is paid off or close to it, you have bought that nice car or boat, you do some traveling.
You choose if you want to work or not. You do the things you want to do when you want to do them.
You may be considering moving to a retirement community or assisted living. You may be utilizing long term care policies. You enjoy sharing your wisdom and your wealth with the next generation.