Next Generation Financial Planning

Financial planning and investment management for your unique situation

Next generation financial planning concept photo shows a group of young professionals working at a conference table.

If you’re worried about rising costs, market volatility, and an uncertain future, you’re not alone. 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.

Why financial planning for NextGen is different

With high earnings but fewer assets, you need a specialist who keeps a finger on the pulse of the financial planning strategies that can help you make the most of your income and benefits.

Let’s dive into what matters most to you:

  • Financial independence.  We’ll show you how to build passive income streams and work towards financial independence on your terms.
  • Entrepreneurship. Got a killer business idea? We’ll equip you with the financial tools and knowledge to break free from the traditional 9-to-5 grind and launch your dream venture with confidence.
  • Investing in impact. Make your money matter. We’ll connect you with sustainable and ethical investment options that align with your values.

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.
  • Debt detox. Ditch the ramen, slay the student loan dragon,  and crush credit card debt with a variety of strategies.
  • Homeownership hacks. Ditch the rent drain and unlock the magic of homeownership. We’ll guide you through the process.
  • 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.
  • Invest like a boss. Don’t let the stock market scare you. Learn strategies for investing, even with just a few bucks.
  • Planning for future littles. We’ll help you navigate childcare costs, college savings, and all the financial joys (and challenges) of parenthood.

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.

Setup a Free Virtual Meeting with a Financial Planning Specialist

Let's Get Started

Accessibility Tools