Are you a H.E.N.R.Y.? ️
(High Earner, Not Rich Yet)
A HENRY is a high earner that is motivated to build out their personal financial roadmap in a way that helps them achieve their long term financial goals most efficiently.
As a HENRY, your Financial Life Plan™ does not center around the assets you have available to invest today, but rather revolves entirely around the investment planning, tax planning, and protection planning you can begin today to maximize your financial situation as your life evolves.
How do I know if I am a good fit?
We deliver the greatest value when we focus on comprehensive planning that requires our expertise.
Our typical clients are:
|Aged 25-40 with an income over $100,000.||Focused on minimizing current & future Tax Bill|
|Newly Married, newly with children, or with a recent & significant income bump||Ready to align investments with their goals, investment time horizon, and stage of life|
|Targeted Financial Goals to plan for and Build Around||Works in tech and has stock options to strategize for|
|Diligent Savers that can save $1,000 month|
31, Single, Advertising Executive, New York, Household Income $150k.
"As I start my financial journey, I want to make sure I have a roadmap ahead of me, always keeping me on the right track in my financial world. Just like in my career, I want to make sure I’m at the top of my game (& that of my peers!)"
36 & 35, Married, Software Engineers, San Francisco, Household Income $250k.
"As my spouse and I have spoken more and more lately about our lifetime goals, we realized we have enough on our plate. We want professional guidance from a trusted source because we don’t want to spend our day analyzing our investments, our taxes or our cash flow. Not our thing!"
40 & 41, Married, Teacher & Portfolio Manager, New York, Household Income $400k.
"2 Careers, 2 kids, a mortgage, vacation plans…yup, we have a lot going on! We want to grow with a financial firm that will allow us to spend our days doing what we love best and spending time with our families."
Where to start?
Our process begins with a 15-Minute Fit Call.
Certified Financial Planner™, Speaker, Author,
Accredited Investment Fiduciary
Developed by our third-generation planner Gideon Drucker, our H.E.N.R.Y. Syndrome® services are designed to help young, prospering professionals find their financial footing. Combining decades of old-school experience with today’s top technology, we’re more than ready to help you build a solid financial future.