What We Do
Examples of what is possible (seriously!):
Example scenario #1 -- Save $100/month in your 20s.
If you apply your "Sherpa mindset" and change your spending behavior enough to save $100/month for the 10 years in your 20s, with a reasonable return on your savings, when you are 60 you would have over $125,000! Couldn't you save $100/month by simply cutting out some $4 coffees, some $10 lunches, a $25 dinner, cutting your cable chord, or other small purchasing decisions?
Example scenario #2 -- Avoid $10,000 in student debt.
If you apply your "Sherpa college choice decision framework" and you end up with $10,000 less in student loans, you would avoid over $4000 in interest payments! And of course, if instead of being in a $10,000 hole, if you saved the $120/mo. payment, you could have over $150,000 by the age of 60!
We deliver a frank and powerful message that children need to learn about financial literacy and make sound college/career decisions -- and the realization that poor college selection and financing decisions not only put their child in a financial hole but also impact (or totally trash) their retirement plans.
To the firms, employers, and organizations who work with us:
Employers - Employees (individuals and families) who control their finances and lives are more stable and productive, which pays dividends to an employer.
Firms that introduce us to their client bases - We offer another touch point to improve client retention, reducing turnover sensitivity to other factors (e.g. investment returns).