Gaby doesn't think college savings are her top financial priority. But we automated small, frequent investments into her 529 plan before her son was even born. She feels excited about the opportunities that early investing can create.
Alicia & Tim want to have the money to travel freely with their kids while they live at home. So we invest more savings in a non-education account than in their 529 plan. They love that their money grows, but with flexibility attached.
Maria & Alex recognize that they don't yet know what college will look like for their daughter. So we set up their savings and investments to reflect the competing goals they have, such as college, retirement, and buying a vacation home.
Sarah feels that her student loans limited her after college. So she's proud to be investing in 529 plans in two different states to reduce her taxes and investment fees. She isn't neglecting her retirement, but college comes first for now.
You're not alone in feeling uncertain about how much to save for the future. But financial planning for Millennials empowers you to invest with less restrictions on your money – so that you can create memories with your family both now and in the years ahead.
Millennial parents like these saved money for years without Investment confidence or direction.
They Decided to apply.
What changed for them?
You deserve a financial advisor who specializes in your family's specific life stage. And as a Millennial with two young children, I understand the financial tradeoffs you face. I chose to specialize in financial planning for Millennials so that you can use your money to give your kids the life you want for them.
To do so, I became a fee-only financial advisor in Washington, DC, a Certified Financial Planner (CFP®), and a fiduciary. I also hold an undergraduate business degree from Georgetown University and an MBA in finance from Georgia Tech. I live in the Adams Morgan neighborhood of Washington, DC with my wife and boys.
I know financial planning can feel daunting before you start. Even so, you need to choose to take action. Only then can these specific steps empower you to better invest in your family. Why wait to give your kids the life you want for them?