Millennials are growing up: there are now 83.1 million
“Generation Y” 18-to-34-year-olds, and they currently comprise the largest generation. They are entering the workforce in large numbers, and beginning to earn their own living.
Millennials and members of Generation X are looking for financial advice—but they likely think differently about money than other generations.
As your personal finance coach we hope to engage the next generation of our clients (Millennial and Generation X) to create a more cohesive relationship between advisor and client.
WHY? We believe every financial decision matters and want to help in your journey to become financially independent. Leave the web searches and contradicting advice behind and ask a Wealth Coach who can provide perspective and real life examples.
HOW? Your dedicated Wealth Coach will help you establish personal goals and a detailed action plan. There will be an interactive portal to email questions anytime and get expert advice tailored to your plan.
WHAT? Provide a platform where anyone who wants advice on the little and big financial obstacles everyday life presents. Your personal wealth coach will guide you through the steps to make the soundest decision and will help you monitor your progress.
Additional Educational Resources: