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Foundations

Kickstart A Strong Financial Future

At Market Street, we understand that navigating debt, work-life balance, and planning for the future can feel like a lot. Especially when you’re lacking the time and expertise to do it on your own. Our Foundations program offers financial planning for young professionals. Together, we build a customized financial plan that helps you live life to the fullest now, while setting the stage for your ideal future. 

Simple, Realistic, Actionable Financial Planning

Focus on the big picture and simplify the rest. You’ll see how simple financial planning can be when we do away with the financial jargon and the products you don’t need. And instead, we have honest conversations about how to put you on a clear path to the financial future you desire.

You don’t want an unrealistic promise, especially when it comes to your finances and your future. Our financial plans paint an honest picture of your financial outlook at every stage of your life so you can plan for reality.

Taking action is the best way to get closer to a goal. We build straightforward, digestible action plans to manage your cash flow, choose your first investments, and plan for retirement.

Start Pursuing Your Financial Goals Today

Manage Cash Flow

Take control of your money, instead of the other way around. Market Street helps you effectively manage your incoming and outgoing cash.

Tackle Debt

Nothing cuts into your cash flow like debt. Making a plan to conquer debt, whether that means student loans or car payments, is usually the first step in a successful financial plan.

Optimize Employee Benefits

Taking advantage of your company’s benefits package can have a big influence on your current and future finances. We conduct employee benefit reviews to optimize the way you utilize employee-offered benefits like 401K retirement plans and health insurance options.

Investment Planning

A solid investment strategy can make a lasting impact on your long-term wealth. If you have the capacity to invest, we empower you to make confident, informed decisions to grow your wealth.

Plan For Retirement

Start saving for the retirement you’ve imagined. We create a savings plan with a target retirement date to keep you on the right track until it’s time to reap the rewards of your hard work.

We’re Along For The Journey

Market Street is here to help you put your financial life on the right path. As the years go by and your financial plan starts to bear fruit, we’ll continue to be by your side on the journey.

Speak with an advisor

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Market Street Wealth Management Advisors, LLC does not serve as an attorney, accountant, or insurance agent.  Market Street Wealth Management Advisors, LLC does not prepare legal documents, nor does it sell insurance products.

Market Street offers wealth management with a fee-only structure to clients in the local Indianapolis area and throughout the US.

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*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Market Street Wealth Management Advisors, LLC is engaged, or continues to be engaged, to provide investment advisory services.

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