When Should I Invest?

Investing and Major Life Events

Making a Plan

Life is full of major events: some are good, some not so good. In fact, sometimes we seem to jump from one milestone to another, barely able to catch our breath.

Marriage. New job. First home. Children. College. New business. New venture. Aging parents. Job change. Divorce. Selling a home. Second home. Illness. Graduate school. Downsizing. Real estate. Retirement. The loss of a spouse, loved one, or parent. Inheritance. Making a plan. Changing a plan.

Changing a Plan

At One Day In July, our financial advisors understand that these changes can be stressful and confusing. We understand that making the best retirement investments when you are 25 or thinking about your child’s college fund when you are pregnant may seem irrelevant. Our financial advisors understand that wealth management may not be on your radar as you brainstorm your first business. We understand that “is a mutual fund or ETF better?” is not the burning question on your mind as you walk down the aisle (at least we hope not!).

At One Day In July, we are fiduciary, fee-only financial advisors. Our job is to listen, look ahead, and help you plan. Your financial advisor's eye is on the long-term ball so you can focus on the now.

Which IS, in fact, the major event.

Learn more about becoming a client at One Day In July.