Young Gen financial literacy program
Our team seeks to improve the financial lives of the younger generation by deepening their understanding and knowledge of personal finance and investing. Most of this stuff should be taught more thoroughly throughout our schooling, but unfortunately it's either not taught at all, or it's only briefly covered in classes. Our goal is to deepen that knowledge base – in a fun way – so that you have a vision for the future. Of course life doesn’t always go as planned, so having the right financial tools in place is key to successfully reaching your goals.
We like to cover broad subjects such as:
- Good debt vs. bad debt & credit
- Building wealth
- Major life events
These are subjects that are broad, but complex and unique to all of us. The intricacies of each of these subjects relate to your personal financial roadmap and, as we go over them, we hope to create a vision for your future. Our number one priority is to earn your trust and confidence and help you make smart financial decisions throughout your lifetime so that you can achieve your goals.
With each interaction, we are seeking:
- Your vision for the future