Our mission is to empower millennials to feel confident in their financial narrative.
It can be daunting trying to DIY your financial future. The number of "I honestly have no idea where my money goes" and "what should I be doing with my money?" conversations I've had with friends over the years have been concerning and continues to increase. Over the past decade, I've worked alongside high net worth individuals in the financial services industry, helping preserve their wealth. Now, it's time for me to use my experience and skills so that a younger generation can build wealth.
I want my peers to feel
EDUCATED. EQUIPPED. AND EMPOWERED.
My peers deserve to:
Have a financial coach that gives guidance and holds them accountable to achieve their goals
Stop feeling helpless when it comes to their finances
Access similar financial planning resources as the clients I have worked with, regardless of their net worth
Trust that their financial advisor isn't trying to sell them high-fee or commission-based financial products
Have someone that can explain complex financial topics in plain English (or with pop-culture analogies)