At MyGen Planning, we know
financial planning isn’t a one-size-fits-all.
Especially for first-generation wealth builders and professionals carving their own path.
Financial Planning at MyGen
Whether it’s your first time working with a CERTIFIED FINANCIAL PLANNER® or you’re not sure what to expect, planning topics we may cover together include:
Budgeting & Savings Target
Debt Payoff & Credit Improvement
Investing
Retirement
Insurance
Tax Planning
Estate Planning
Work Retirement Plan Review
Employee Benefits Analysis
Major Lifestyle Decision Planning
Core Topics
Education Funding
Gifting
Providing Family Financial Support
Career Transition
Credit Card Guidance
Equity Compensation
If Applicable
