Young families | Ruiz Wealth Advisory
You're off to a strong start in your career, whether it's in law, medicine, sales, or another demanding field. With a combined income exceeding $200,000 per year, you recognize the importance of making sound financial decisions now. You want to ensure everyone is aligned on key financial matters. With children in the picture, you're becoming aware of how costly life can be and wondering where all your extra time has gone. You're still excelling professionally, but you're starting to think about how to better balance your time to spend more of it with your family. The last thing you want is to spend hours calculating University savings or planning your retirement years in advance.
Challenges
- Combining finances
- Managing cash flow
- Debt prioritization
- Buying a home
- Education savings and planning
- Navigating work benefits
- Not overpaying taxes
- Time to do it all
Results
As a Ruiz Wealth Advisory client, you've recognized that your time is more valuable than the satisfaction of running cash flow analyses or analyzing benefit plans. You're not alone; most of our clients understand the importance of their time and outsource everything from investments to taxes. You've been able to spend extra time with your family, confident that your major financial decisions are guided by expert advice from your new family financial CEOs. You've accepted that these tedious tasks are best left to professionals. The peace of mind and clarity you gain, along with a sense of accomplishment, allow you to plan your next vacation without guilt or financial stress.
