Do You See Yourself in These Millennial Women?

Everyone brings slightly different nuances to the table. But you can take comfort in knowing that plenty of other Millennial women in Washington, DC have expressed the same interests and concerns as you. 

she never planned on an inheritance, but now she needs to make smart choices

Maria & Alex felt grateful (and a little nervous) about the $150,000 they've received from her parents. They want to make sure they make the most of this opportunity, avoid unnecessary mistakes, and honor their parents' gift.

Making the Most of an unexpected Inheritance

Her savings have grown over the years. Now she's ready to invest more regularly.

Gaby feels eager to grow her wealth after years of just sticking her money in savings. So we automated small contributions to several new investment accounts. Now, she's reducing her taxes and benefiting from stock market growth.

Finally Making Her Savings Work For Her

Unsure about how she'll use her savings, she's INVESTING FOR MULTIPLE purposes

Sarah recognizes that she doesn't yet know what college will look like for her son. So we set up her savings and investments to reflect the competing goals that she has, such as retirement, college, and buying a vacation home.

Investing for multiple Future Purposes

Until they switch to lower-stress jobs, they're making the most of their salaries. 

Alicia & Tim know that they won't be in these high-paying but demanding jobs forever. So we created a plan to pay off student loans, max out retirement accounts, & take advantage of this unique financial time in their lives.

Being Smart With Their High (For Now) income