What is a HENRY?
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HENRY is a young professional and stands for High Earner, Not Rich Yet.
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• Income is around or higher than $125K
• Probably has debt to pay off still
• Needs help with allocating their income to the best areas
• Living it up with luxury items, vacations, new trendy restaurants, and life experiences (AS THEY SHOULD)
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This is so fun, but we need to make sure you are setting yourself up for success
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• ELEVATE with Educo Financial Planning we will review:
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  • Should you save an emergency fund or pay off debt first
    • Make a gradual plan to pay off debt strategically
  • Retirement Contributions and Early Retirement Planning
  • Get organized with a budget
  • Pull back on mindless overspending
  • Climbing the ladder means making more money, we can help you with wealth accumulation and preservation
  • Philanthropic endeavors
  • PLAN for luxury items and memorable trips and WORK LIFE BALANCE
    • We are thorough and flexible:
      • We want you to live and enjoy life
      • We expect you to splurge on once in a lifetime experiences
      • We just want to make sure its balanced
    • You are SUCCESSFUL… Let’s make sure it stays that way!
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Elevate with Educo’s Financial Planning Software
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• View your current financial position and see what happens if we change nothing
• We discuss and build a path individualized to your own personal goals with flexibility to still live the lifestyle you want while also working towards the future you want
• Guide you through tough financial decisions like tax planning and deductions, investing, purchasing a home, planning for a wedding or children, etc.

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