Adulting doesn’t have to be hard. We receive many calls from Millennials (and some Boomers as well) who have a recent change in their life that gives them motivation to seek the support of a financial professional. Typically, those life changing events are an engagement, marriage, pregnancy, baby, milestone birthday, first home purchase and/or new career or business startup. The conversation usually starts “I am ready to adult” and gain control of my financial situation.
If this is you, our financial coaching offerings may be a great place to start. You can learn more information by clicking here. We welcome the opportunity to speak and see how we may be able to help.