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Balancing Demanding Work, Time with Friends, Growing Families and Aging Parents Can be a Tough Challenge

Balancing Demanding Work, Time with Friends, Growing Families and Aging Parents Can be a Tough Challenge

Since we are located in Silicon Valley, we work with young professionals that have well paying jobs and sometimes offer significant stock options. Some clients have both parents working with high paying jobs.

This group is sometimes called the sandwiched generation because they are in the middle of caring for their children, working in demanding full-time jobs, while also caring for elderly parents. All these demands on time can sometimes be overwhelming. We work with these clients to create a comprehensive financial plan that balances these many demands on time and financial resources. We help these families create their financial goals, establish a budget, save for retirement, plan for their kid's education, acquire the right type and amount of life insurance, establish an estate plan and more.

We have decades of experience helping families in Silicon Valley. With 3 experienced advisors and 4 additional support staff, we are here to help you so you can focus on the things in your life that are most important to you.

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Young High Earning Professionals Face Many Challenges that Include:

  • Education planning for their children
  • Healthcare for their elderly parents
  • Saving for their retirement
  • When to exercise RSU stock options and the tax implications
  • Protecting their loved ones if they pass away unexpectedly

We Provide the Tools and Services to Manage Your Money and Risk for Growth

  • Comprehensive financial planning
  • Cash flow and budgeting
  • Personal portal to manage and monitor spending
  • Retirement savings accounts and money management
  • Life insurance and emergency fund planning

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Client Journeys

Financial Advisor Budgeting Client JourneyA couple lives in Silicon Valley. One works for a large tech company and the other has her own business. They wanted help from their advisor with managing their investments so they could freely put their attention on their work and other personal interests.

Their financial advisor helped them create a budget so they could understand and control their spending and actively manages their investments, as well as guides them through the challenging part of life where they are financially helping their older parents.

Setting Financial Goals with Financial Advisor Client Journey

A married couple lives in Silicon Valley and has a successful small business. In addition, they split time between raising their young children and helping their elderly parents. This leaves very little time for them to manage their own finances and investments.

Their financial advisor worked with them to identify their financial goals and create a comprehensive financial plan. Having their advisor manage their investments allows them to spend their time and attention on the other important areas of their life.

The stories provided are representative of client experiences to illustrate the services provided by Financial Journey Partners.
These stories do not reflect specific opinions or endorsements of any clients and should not be interpreted as such.