{"id":103,"date":"2024-12-10T12:31:45","date_gmt":"2024-12-10T12:31:45","guid":{"rendered":"https:\/\/kayadevelopmentserver.com\/fs\/?page_id=103"},"modified":"2025-01-10T17:12:57","modified_gmt":"2025-01-10T17:12:57","slug":"nest-egg-building","status":"publish","type":"page","link":"https:\/\/kayadevelopmentserver.com\/fs\/nest-egg-building\/","title":{"rendered":"Nest Egg Building"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_image=&#8221;https:\/\/kayadevelopmentserver.com\/fs\/wp-content\/uploads\/2024\/12\/fs-nl-bnr-1.jpg&#8221; background_position=&#8221;top_right&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row custom_padding_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||0px||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;0px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_heading title=&#8221;Building Your Nest Egg&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; title_font=&#8221;|600|||||||&#8221; title_text_color=&#8221;#FFFFFF&#8221; title_font_size=&#8221;42px&#8221; title_font_size_tablet=&#8221;42px&#8221; title_font_size_phone=&#8221;36px&#8221; title_font_size_last_edited=&#8221;on|phone&#8221; title_text_shadow_style=&#8221;preset1&#8243; title_text_shadow_vertical_length=&#8221;0em&#8221; title_text_shadow_vertical_length_tablet=&#8221;0em&#8221; title_text_shadow_vertical_length_phone=&#8221;0.1em&#8221; title_text_shadow_vertical_length_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_heading][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_enable_color=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-cb37cc24-cdf1-4e52-9022-9563fc3cf115%22:%91%22background_color%22%93}&#8221;][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#3c4046&#8243; ul_text_color=&#8221;#3c4046&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>We focus on maximizing your long term net worth and ongoing financial resiliency by creating a low-cost, tax-optimized, and sustainable process to address all your financial planning needs.<\/p>\n<p>We may cover any of the following items:<\/p>\n<ul style=\"margin-left: 30px;\">\n<li>Tracking your spending and determining an optimal target<\/li>\n<li>Evaluating different savings options such as 401Ks, HSAs, ESPPs, other employer equity, 529s, etc.<\/li>\n<li>Determining options for Roth IRA contributions, back-door Roths, after-tax 401K contributions, and Roth IRA conversions<\/li>\n<li>Rolling over old retirement accounts and unifying disparate and unnecessary ones<\/li>\n<li>Asset allocation for your investment portfolio<\/li>\n<li>Tax loss harvesting opportunities<\/li>\n<li>Life and umbrella liability insurance coverage<\/li>\n<li>Student loan payoffs<\/li>\n<li>Donor advised funds<\/li>\n<li>Trusted contact and limited agent considerations for your financial accounts<\/li>\n<li>Up-to-date beneficiary designations and will<\/li>\n<li>Protection from investment scams<\/li>\n<\/ul>\n<p>The fee for this service is $500 and includes 90 days of follow-up financial planning. You can get a sense of my financial planning approach <a href=\"https:\/\/financiallyspeaking.substack.com\/p\/the-ten-commandments-of-financial\" target=\"_blank\" rel=\"noopener\">here<\/a>.<\/p>\n<p style=\"text-align: center;\"><a class=\"post-questions\" style=\"display: inline-block;\" href=\"https:\/\/kayadevelopmentserver.com\/fs\">Questions?\u00a0\u00a0Get in touch<\/a><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_image=&#8221;https:\/\/kayadevelopmentserver.com\/fs\/wp-content\/uploads\/2024\/12\/fs-hm-clnt-tstmnl-bg.jpg&#8221; custom_padding=&#8221;30px||80px||false|false&#8221; custom_padding_tablet=&#8221;20px||60px||false|false&#8221; custom_padding_phone=&#8221;20px||40px||false|false&#8221; locked=&#8221;off&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row custom_padding_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_image=&#8221;https:\/\/kayadevelopmentserver.com\/fs\/wp-content\/uploads\/2024\/12\/fs-clnt-tstmnl-qt-dn.png&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;bottom_right&#8221; custom_padding=&#8221;||14px|||&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;0px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_heading title=&#8221;What are clients saying?&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; title_font=&#8221;|600|||||||&#8221; title_text_align=&#8221;center&#8221; title_text_color=&#8221;#FFFFFF&#8221; title_font_size=&#8221;42px&#8221; custom_margin=&#8221;||10px||false|false&#8221; title_font_size_tablet=&#8221;42px&#8221; title_font_size_phone=&#8221;25px&#8221; title_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_heading][et_pb_slider _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_enable_color=&#8221;off&#8221; background_image=&#8221;https:\/\/kayadevelopmentserver.com\/fs\/wp-content\/uploads\/2024\/12\/fs-clnt-tstmnl-qt-up.png&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; custom_padding=&#8221;50px||50px||true|false&#8221; hover_transition_duration=&#8221;100ms&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_slide _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; body_font=&#8221;||on||||||&#8221; background_enable_color=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; sticky_transition=&#8221;on&#8221;]<\/p>\n<p>The Retirement-Readiness service was just what we needed to answer our questions about planning for retirement.<\/p>\n<p>[\/et_pb_slide][et_pb_slide _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; body_font=&#8221;||on||||||&#8221; background_enable_color=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; sticky_transition=&#8221;on&#8221;]We were a bit stressed about our (lack of) financial planning but Jimmy put us at ease and showed us a way forward\u2026 thanks.[\/et_pb_slide][et_pb_slide _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; body_font=&#8221;||on||||||&#8221; background_enable_color=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; sticky_transition=&#8221;on&#8221;]<\/p>\n<p>Jimmy made it simple and understandable for us.<\/p>\n<p>[\/et_pb_slide][et_pb_slide _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; body_font=&#8221;||on||||||&#8221; background_enable_color=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; sticky_transition=&#8221;on&#8221;]<\/p>\n<p>We found the meeting very helpful, and appreciated your ability to be clear, concise, practical and look at a number of different perspectives, providing contrasting ways of looking at things. It was just what we needed.<\/p>\n<p>[\/et_pb_slide][et_pb_slide _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; body_font=&#8221;||on||||||&#8221; background_enable_color=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; sticky_transition=&#8221;on&#8221;]We had questions about our financial advisor and Jimmy gave us an unbiased assessment that was quite helpful and turned out to save us a lot of money.[\/et_pb_slide][et_pb_slide _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; body_font=&#8221;||on||||||&#8221; background_enable_color=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; sticky_transition=&#8221;on&#8221;]Jimmy understands how stressful money is to most of us\u2026 he thinks creatively and explains it all clearly.[\/et_pb_slide][\/et_pb_slider][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We focus on maximizing your long term net worth and ongoing financial resiliency by creating a low-cost, tax-optimized, and sustainable process to address all your financial planning needs. We may cover any of the following items: Tracking your spending and determining an optimal target Evaluating different savings options such as 401Ks, HSAs, ESPPs, other employer [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-103","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/kayadevelopmentserver.com\/fs\/wp-json\/wp\/v2\/pages\/103","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kayadevelopmentserver.com\/fs\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/kayadevelopmentserver.com\/fs\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/kayadevelopmentserver.com\/fs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kayadevelopmentserver.com\/fs\/wp-json\/wp\/v2\/comments?post=103"}],"version-history":[{"count":14,"href":"https:\/\/kayadevelopmentserver.com\/fs\/wp-json\/wp\/v2\/pages\/103\/revisions"}],"predecessor-version":[{"id":537,"href":"https:\/\/kayadevelopmentserver.com\/fs\/wp-json\/wp\/v2\/pages\/103\/revisions\/537"}],"wp:attachment":[{"href":"https:\/\/kayadevelopmentserver.com\/fs\/wp-json\/wp\/v2\/media?parent=103"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}