300 East Esplanade Drive
Let's face it, millennials are navigating new obstacles previous generations didn't. Obstacles such as the substantial increase in the cost of education and real estate as well as the shift to contributory retirement plans in place of pension plans, millennials are living a different reality than what their parents and grandparents did.
With that being said, we feel its crucial for millennials to get a strong hold of their financial lives and plan earlier than previous generations did.
What makes our process different, is that we take an educational approach to financial planning. We begin our process by conducting our financial literacy seminar and then lead our clients down the traditional financial planning process.
All of the topics above are addressed with our comprehensive financial planning process. The engagement is for 12 months and allows us time to work through the steps outlined below.
We understand life is busy and with young children can be quite challenging to find a time to meet. For this reason, we now offer a 100% virtual experience and offer flexible meeting times.