NEXT GENERATION FINANCIAL PLANNING

Next generation financial planning portrait with girlfriend playfully extending arms out while sitting on back of boyfriend.

Financial planning and investment management for your unique situation

You’re not alone if you’re worried about rising costs, market volatility, and an uncertain future. Some of the most pressing financial issues for the younger generation include rising costs of living, student loan debt, lack of affordable housing, and healthcare.

Given these circumstances, it’s likely you will have to work harder and longer than previous generations to afford the same lifestyle. While NextGen faces many unique financial challenges, the good news is that you have the power to take control.

Next generation financial planning photo concept with happy multi-racial family cooking together in the kitchen.

EMBRACE THE FREEDOM THAT COMES WITH SMART FINANCIAL PLANNING

Remember, you’ve got this! With the right tools and support, you can build a life you love and the freedom from financial worries you crave.

DITCH THE STUFFY SUITS FOR RELATABLE ADVICE AND ACCESSIBILITY TOOLS

As your personal CFO, we offer a fresh perspective on money to help you create a personalized plan that adapts with you as your life and career advance. Your comprehensive financial plan may address these situations and more.

  • Career and money. Make your money work for you with a professional compensation and benefits package so you can build a career that fuels your financial goals.
  • Tools for the digital age. Our financial planning app is designed for your busy lifestyle. Manage your money on the go and make informed decisions with real-time data.
  • Debt detox. Ditch the ramen, slay the student loan dragon, and crush credit card debt with a variety of strategies.
  • Planning for future littles. We’ll help you navigate childcare costs, college savings, and all the financial joys (and challenges) of parenthood.
  • Homeownership hacks. Ditch the rent drain and unlock the magic of homeownership. We’ll guide you through the process.
  • Invest like a boss. Don’t let the stock market scare you. Learn strategies for investing, even with just a few bucks.

We're happy to discuss your particular retirement planning needs with you.

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