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Meet Chris & Ashley

Millennial couple
38 & 40 years old

happy millennial family

Chris & Ashley’s Story

As a growing family with two successful careers, Chris and Ashley are looking for a trusted fiduciary advisor who can help them develop clear goals and then put together a comprehensive financial plan with transparent investments and fees, including insurance solutions to protect their future income if anything happens to either of them.

If you find something in common with Chris and Ashley’s story, let’s talk. Tap the Get started button below to connect.

What Can Dinergy Do for Chris & Ashley?

Planning

Chris & Ashley have a lot of future ahead of them. That makes for a lot of potential goals—home ownership, funding for education, family travel—just to name a few. We’ll develop a financial plan with them that prioritizes these goals and then defines an investment program to help them get there.

Investing

With Chris & Ashley’s goals in mind, we’ll help them convert their old 401k programs into an IRA and design a portfolio that reflects how their risk preference will depend on the timing of the plan for that money. Funds they’re saving to buy a home in the next 2-3 years will have a different risk profile than funds they’re saving for retirement 20-30 years from now.

Insurance

Chris & Ashley are working every day to strengthen their family’s financial future. For many young couples, life insurance isn’t on their minds but it’s the most cost effective time in their lives to get their policies—when they’re young and healthy. We’ll review their insurance coverage to make sure it’s right for their current situation and provides sufficient coverage to help their family move forward with a secure financial future.

“We believe many in this business value people based on the size of their accounts. We wanted a firm that values people for who they are, what they have accomplished (and are accomplishing) in their lives, and the goals they have for their family’s financial future. No exceptions.”