Financial Planning
For Young People
We are here to serve young people ages 18 to 25 to help them manage their financial goals so that they can
worry less about tomorrow and focus more on today.
Who Are The Younger Generations?
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Generation Z are individuals ages 9 to 24 (born in years between 2012 and 1997).
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Generation Y (also known as Millennials) are individuals ages 25 to 40 (born between the years of 1981 and 1996).
We believe that each and every person deserves objective, transparent advice regarding their finances,
regardless of their age.
We want to help the younger generation feel:
Aligned with their personal and financial values
Prepared to tackle their future financial obstacles and opportunities
Equipped with confidence to make smart financial decisions
Unfortunately, most young people ages 18 to 25 struggle in obtaining sound and objective financial advice from a financial advisor.
Did you know that...
74% of young people don't have a financial advisor due to fees and lack of trust.
63% of the Gen Z generation gains most of their financial knowledge from Youtube.
The top reason why young people feel as though they don't qualify to speak with a financial advisor is because they believe that they don't have enough money
The two top factors that have negatively affected a young people's ability to prepare for retirement is:
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A lack of resources
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A lack of guidance
Statistics from NAPFA study and Vise survey.
We don't want young people to feel under-served any longer.
That is why we provide financial advice that is objective and affordable so that young people can feel confident in their financial lives.