Young Professionals

Does your journey include:

College Loans?
Kubhera can

map out a strategy to tackle your college loans and free up cash flow

Plans to get married, or recent marriage?
Kubhera can

manage your budget and cash flow, as well as help you prioritize your goals

Starting a family, or growing your family?
Kubhera can

help you prioritize your family's goals together

Purchasing your first home?

Kubhera can

understand how much home you can afford, differentiate good debt vs bad debt, and prioritize paying it down accordingly

Saving in your retirement plan?

Kubhera can

progress toward maximizing employer sponsored retirement plan contributions

Saving for your children's education?
Kubhera can

plan and save for each child's future college expenses

Tax concerns as earnings increase?
Kubhera can

tax plan to reduce taxes on income in consultation with your CPA.

Investing in a brokerage account?

Kubhera can

initiate after-tax savings and investments where possible

Looking out for your family's long term needs?
Kubhera can

implement a risk-management (insurance) program as appropriate for your needs

Starting your own business or practice?

Kubhera can

establish a qualified pension plan for your new business or practice

How Kubhera is here for you:

  • We serve as your fiduciary, looking out for your financial best interest at all times
  • We help you build a road map
  • We help you proactively build your long term wealth and risk management programs
  • We play the role of your financial coach (free of any conflicts of interest) on an ongoing basis
  • You have our expertise available on Retainer, whenever you need it for any financial decisions

Flexible Engagement Options:

All-Inclusive for clients with a minimum amount of assets under management
Retainer Only Planning for a negotiated annual fee