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Financial Planning
For Next-Gen Investors

We are here to serve young people ages 20-35 to help them manage their financial goals so that they can

feel more confident about tomorrow and focus more on today.


Who Are The Younger Generations?

  • Generation Z are individuals born in years between 1997 and 2012.

  • Generation Y (also known as Millennials) are individuals born between the years of 1981 and 1996.

Friends with Smartphones

We believe that each and every person deserves personalized, 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 20 to 35 struggle in obtaining 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:

  • A lack of resources

  • A lack of guidance ​​​

We don't want young people to feel under-served any longer.

That is why we provide financial advice that is personalized and affordable so that young people

can feel confident in their financial lives.

Are you a young person age 20 to 35 who would like guidance in managing your finances?

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