Personal Life Stages

Are these some of the needs you face when managing your personal finances? Click below to find out more.

Personal You

Wealth Starter (21-30)

Last Updated Aug 2009

"If only someone had told me that when I was starting out." We’ve heard this lament a thousand times.

“If only I had met Bill Gates when he was starting out.” We’ve also heard that kind of wishful thinking from bankers.

Now, we can’t tell if you’re the next Bill Gates or not. But, we can tell you that Enterprise stands prepared to help every person who is serious about achieving a lifetime of financial success - and is prepared to take the intellectual, emotional and physical steps needed to attain their goals.

We created the Enterprise Experience, our client-centered business model, to holistically serve the needs of the “Business You” and the “Personal You” at every lifestage through which you pass. We also created Enterprise University to provide valuable insights and information to our clients on business and personal subjects of critical importance.

We want to know you as a person. We want to know who you are. We want to understand your dreams and aspirations. We want to begin a relationship and a lifelong partnership to help you achieve your goals. Along the way, we can teach you many things and mentor you to benefit from the cumulative experiences of other highly successful individuals.

At the end of the day, we are in the business of helping you achieve a lifetime of financial success. We have seen many clients and friends, who are happy and successful people today, take their first steps as an Enterprise Wealth Starter Client. Come join them.

Staff Spotlight

Thomas McDonough Vice President, Mortgage Lending

Enterprise University