Mid-Career Professionals

Your Goals

  • Organize Finances
  • Save for Retirement
  • Fund Kids' Education
  • Pay Off Mortgage
  • Draft a Will / Trust

Financial Planning for Mid-Career Professionals

You’ve worked hard to establish your career. Along the way, you’ve experienced a number of changes that affected your personal finances—getting married, starting a family, and saving for your first home.

With many of those milestones behind you, you likely have new goals in mind. Like paying off your mortgage, funding your kids’ education, and saving for retirement.


with work and family commitments, it’s hard to find time for financial planning and investing. 

You often worry you’re not saving enough and want a better understanding of how to reach your goals … without sacrificing your existing lifestyle.

You may even work with an investment manager now, yet still feel your affairs are scattered.

B.E.S.T. can help—whether you’re looking for a financial planner or simply want a second opinion. We understand the importance of looking at your entire financial picture, including your personal goals, current financial situation, savings, debt level, benefits package, risk tolerance, and more.

Take the First Step to Get Your Personal Finances in Order

It’s easy to take the first step.

B.E.S.T. offers a complimentary personal finance consultation (we call it an Introductory Meeting) where you share your concerns about your financial situation and talk about your goals for the future. If you’re looking for a second opinion, we’ll review your current financial situation and identify the missing pieces.

You can ask us questions about our services, the way we work with clients, and how our pricing works. Everything is completely transparent.

This initial meeting is free and there is

no obligation—or pressure—to sign any forms or commit to working with us.

Let Us Help You!

Contact us to learn
more about:
  • Getting Organized
  • Reducing Worry / Anxiety
  • Building a Savings Plan
  • Maintaining Lifestyle
  • Achieving Your Goals