Wealth Planning for Ambitious Parents
Guidance to help you provide the best life for your family and still retire well.
❖ Fund Your Children’s Education
❖ Understand Career & Lifestyle Trade-offs
❖ Retire Comfortably
New Parents Face Important Financial Decisions
You want to make the most of your time with your family, but you may also feel:
Under pressure since so many decisions have a trade-off today and in the future
Uncertain how your choices can affect your ability to retire
Paralyzed about making any decisions at all
Reach out to Chad Onufrechuk to give your family the best life possible without hurting your future security. You can also use this guide to walk through these steps with your family and loved ones.
Guidance to Help Enhance Your Family
Life and Fund Retirement
Remove Uncertainty
Know what you can afford to spend and still meet your life goals.
See the Whole Picture
Understand the trade-offs and make informed decision.
Have a Plan
Known how to fund goals like retirement and your children’s education.
We understand the Unique Pressures New Parents Face.
My process helps give ambitious parents the flexibility to make great decisions all the way through college and retirement.
Founder, Chad Onufrechuk, started a family later in life and personally understands the decisions new parents face.
Chad draws on his personal and professional experience to help parents comprehensively address their challenges and meet their goals.
We Help You Navigate Shifting Priorities
Over the past couple of decades, you focused on your career, but now you want to maximize the time you have with your young family. You wonder if and how you can afford to step back from your job responsibilities to create the experiences you seek for your children.
You know there are trade-offs to your decisions. For example, pausing a career—yours or your spouse's—potentially means fewer Social Security benefits later on. And there is the reality that your children will start college about the time you retire. How do you make sure you can afford both? And can you afford both and still make the quality-of-life decisions you want for today?
You face such potentially significant trade-offs that these decisions can leave you feeling paralyzed. At Cascade Wealth Planning, we work with you to create the financial flexibility you need to enjoy your family today without sacrificing your future security.
Cascade Wealth an independent Registered Investment Advisor providing wealth planning for ambitious parents in the greater Boston area. My process walks you through all the possibilities you are considering, such as child care, private school, pausing a career, or even retiring early. I help you understand the big picture so you can make informed decisions about your life and finances. I then create a comprehensive plan to help attain your goals. My objective is to help you optimize your family time, provide for your children, and enjoy a comfortable retirement.
Our Services Include
❖ Investment Management ❖ Financial Planning ❖ College Planning
❖ Retirement Planning ❖ Estate Planning ❖ Debt Management
❖ Cash Flow Management ❖ Risk Assessment and Insurance Recommendations
How It Works With Us
1
Schedule an introductory call to see if we would work well together.
2
Meet to discuss financial goals.
3
Sign a client agreement and implement your plan.
Are We a Match?
You want to partner with a financial advisor whose expertise is working with people like you. We may be a good fit if you:
Are you a new parent seeking the financial flexibility to make decisions around work and family.
Want to provide the best life for your family without compromising your security.
Seek an ongoing relationship with a financial advisor to help you stay on track with your goals and manage your investments.
Have investible assets of more than $500,000.