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Meet Nahid and Farzana

Raising two young children, Nahid and Farzana have plenty to plan for – and their Chase Private Client team is helping them every step of the way.

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Chase Private Client Stories

TOM: More time with my family

MARK AND RISE: TIME TO TRAVEL

NAHID AND FARZANA: BALANCING MULTIPLE GOALS

VIVIENNE: My Plan for the future

LAURA: Retirement on my terms

What we would like to do is teach our kids to work hard, get a good education and then have something for them so that when they graduate college, they've got a nest egg.

— Farzana, a Chase Private Client

Both Nahid and Farzana are optimistic about the future. They moved to Texas, have successful careers and are enjoying raising their two young children, but they still have more than a few goals they want to achieve for their family. Working with their dedicated Chase Private Client team, they've been able to rely on their Chase Private Client team for expert advice and guidance in starting two college funds, saving for retirement and purchasing their home.

Nahid and Farzana have plenty to plan for with two small children.

It's the access to J.P. Morgan investment vehicles, it's the retirement planning, it's the kids college fund, it's the rainy day fund.

Nahid and Farzana have come to rely on their Private Client Banker, Pragya, and their J.P. Morgan Private Client Advisor, Brendan, to help them achieve the multiple financial goals they have set for their family. Thanks to Pragya and Brendan, they can focus on what's important to their family.

Nahid and Farzana's Dedicated Team Helped With:

  • Planning for Their Financial Goals
  • Investment Expertise and Advice
  • Customized Mortgage Solutions
  • Travel Benefits and Services

Regular meetings with their dedicated team include updates on their goals and learning about new investment opportunities.

With Chase Private Client, we've always felt we're a part of a collective team. We're both on the same side.

As Chase Private Clients, Nahid and Farzana have built a trusted relationship with their dedicated team, who are focused on helping them achieve their goals for today and tomorrow.

They may not know it, but their parents are already planning for their education.

I feel that we have an obligation to give our kids as much opportunity as we possibly can. And one of the opportunities is going to the best schools they can possibly go to.

Goals-based Planning and Investing for Chase Private Clients:

Your J.P. Morgan Private Client Advisor will then develop an investment strategy tailored specifically to your needs. They will:

  • Position your portfolio to reflect your long-term goals
  • Ensure a broad level of asset class diversification
  • Provide you with comprehensive J.P Morgan strategies and access to a mix of leading asset class managers
  • Continue to review your portfolio and modify strategies based on your goals and life changes

View More Chase Private Client Stories

Vivienne

Mark and Rise

Time to Travel
view Mark & Rise's story
Tom

Tom

More time with my family
view Tom's story

 

Vivienne

Vivienne

My Plan for the future
view Vivienne's story
Laura

Laura

Retirement on my terms
view Laura's story

Nahid and Farzana's Dedicated Team

Pragya

Pragya,

Private Client Banker

"Chase Private Client is the personalized banking relationship you wish you could have with your bank. I make sure I get to know you and your family. I want to know everything that matters to you so that I can make banking easy for you."

Brendan

Brendan,

J.P. Morgan Private Client Advisor

"Nahid and Farzana have many goals, as we've learned. We sat down with them and really got to know all their goals, their financial situation and what's important to them. It's all part of what goes into planning for what's down the road."

A Dedicated Team Focused On You

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Concierge Banking

Your Private Client Banker provides you with premium banking solutions available only through Chase Private Client.

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J.P. Morgan Investment Expertise

Your J.P. Morgan Private Client Advisor taps into the expertise of J.P. Morgan to develop a tailored investment strategy for you.

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Your Goals

Whether you're saving for a first or second home, paying for an education or planning for retirement, your dedicated team will work with you to help develop a plan that aligns with your goals.

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