VIDEO: Case Study: How a 24-Year-Old Speech Pathologist Built Her Financial Foundation | Roth IRA | 401k

  • Personal Finance
Meet Ella, a 24-year-old speech-language pathologist who just started her first full-time job and wanted help getting her finances organized.

In this case study, we walk through the exact steps we used to help her create a solid financial plan from opening a Roth IRA to setting up her 401(k), optimizing savings, and building long-term investing habits.

If you’re in your 20s and wondering where to start with financial planning, this video will give you a simple, step-by-step roadmap for success.

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This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.

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