Planning a Financial Future Together

Alex and Miguel

Services Used

Financial Planning and Investment Management

Background

Alex and Miguel are a young couple in their late 20s who recently got married and are excited to start planning their future together. Both are in the early stages of their careers—Alex is a graphic designer working at a growing startup, while Miguel is a software developer for a tech company. Despite being financially savvy, they feel overwhelmed with the many decisions they need to make, from managing student loans to saving for a future home and starting a family. They want to ensure they’re building a strong financial foundation but are unsure where to start.

Alex and Miguel also care deeply about supporting LGBTQ+ causes and want their investments to reflect their values. They’re eager to find a financial advisor who understands their unique needs and can help them navigate this new chapter with confidence.

Propel’s Approach

Propel Financial Advisors worked closely with Alex and Miguel to assess their current financial situation, including their income, debts, and savings. Their advisor started by creating a personalized financial plan that prioritized paying down student loans while beginning to build an emergency fund. Propel also helped them set up joint investment accounts, guiding them on how to start investing with a focus on low-cost, diversified funds that align with their long-term goals.

Knowing that Alex and Miguel wanted their investments to reflect their commitment to LGBTQ+ causes, Propel introduced them to impact investing options that support companies championing diversity and inclusion. Their advisor also assisted them in setting up automatic savings for a future home purchase and mapped out a retirement plan that would grow with them as their incomes increase.

Now

Alex and Miguel now have a clear financial roadmap that balances their immediate needs with their future dreams. They feel empowered knowing that their investments align with their values and that they are building a solid foundation for their life together. They meet regularly with their advisor to adjust their plan as their careers progress, and they appreciate the ongoing education and support Propel provides through webinars and one-on-one sessions.

With Propel’s guidance, Alex and Miguel are confident in their ability to achieve their financial goals, from owning their first home to eventually expanding their family. They’re excited about their future and grateful for the peace of mind that comes from having a trusted partner in their corner.