What does it mean when we say we can help you get there?
Preparing for Retirement
Even if you can only afford a small amount now, start saving and investing early. Thanks to the benefits of compounding, your contributions will add up over time.
Buying a Home
Evaluate your recurring monthly expenses to determine what you can do without. Aim to turn 30% of what you’re spending into savings you can put towards a down payment.
Seeing the World
Set a budget for everything - lunch, groceries, weekend fun – and acknowledge when you beat each budget goal. These small victories will give you confidence when it’s time to set bigger budget goals – like that European vacation.
More Goals to Consider
- Balancing immediate financial needs
- Growing your family
- Transitioning to a new career
- Preparing for long-term healthcare
- Starting a business
- Paying off debt
With Christian’s vision for the future as their starting point, his J.P. Morgan Private Client Advisor, Joannie, and his Private Client Banker, Syed were able to proactively manage his portfolio and find tangible ways to reach his goals.†