While most millennials understand the importance of saving and financial planning...

 

56% are living paycheck by paycheck --> We'll help you build a budget and identify "improvement areas". We'll never judge. 

51% are saving less than 5% of their income towards retirement --> We'll identify some short, medium, and long-term goals and what it'll take to reach them. 

25% don't even know if their money is in stocks or mutual funds --> We'll provide investment advice and explain it to you in plain English so you can sound smart around friends.

55% don't think they can afford a financial investment advisor --> At $75/mo, that's equivalent to a monthly gym membership or a night out with friends.