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HENRYs are typically identified as "the working rich," meaning their long-term wealth is dependent on a high salary, not income-generating assets. They also have a high debt to income ratio and feel as if they are living paycheck to paycheck.  How can we help HENRYs?  By focusing on smart debt consolidation, reduction of tax liability through efficient and effective strategies, and a plan for the future built around realistic priorities and objectives. 

How we help HENRYs: 

Debt Consolidation
HENRYs typically have sizeable debt, often consisting largely of student loans, credit cards, car payments, and mortgages. We don't put you on a budget, but we do create a spending and savings plan aimed at eliminating high interest debt first and targeting creative and efficient ways to save.  We help HENRYs evaluate debt consolidation, 0% interest credit cards, personal loans, and more.  

Tax Efficiencies
HENRYs find themselves in the upper tax brackets meaning high tax liability. Are you taking advantage of tax deferral opportunities available through your employer? Are you making appropriate tax-deductible contributions? Are there other opportunities available that will help reduce tax liability? Reduction of tax liability frees ups additional funds for debt elimination and saving.  

Planning for the Future
There's no "one size fits all" approach to planning for your future. Whether it's marriage, kids, and life in the suburbs or taking a sabbatical to drive around the country in a converted school bus (or somewhere in between), we develop strategies designed to help you achieve your goals on your timeline. 

Wilma                                         Name