Finacial Planning for Millennials: success STARTS NOW
Millennials are too often overlooked when it comes to planning.
As the first to be born into a digital world, members of this group are considered “digital natives.” Technology has always been a part of their everyday lives.
Did you learn how to handle your personal finances in school? If you’re like most Millennials, you probably never even had a class on the subject. So, why should you be expected to know how to do it on your own now?
At Next Phase Financial, we understand how overwhelming this can be. Therefore, we offer financial planning for Millennials to give you the help and attention you need!
Learn the Skills You Need for Success
We can meet you wherever you’re at to help you achieve your goals. Our financial planning for beginners includes help with all of the following skills:
- Budgeting and Managing Expenses
- Achieving Financial Independence
- Getting Out of Debt
- Saving for a Big Purchase
- Customizing an Insurance Plan
- Tax Planning Strategies
- Millennial Investing Strategies
- Planning for the Future
How It Works
Our financial planning service begins with a complimentary strategy session virtually or in person in Lake in the Hills, IL. At this free, no-obligation meeting, our financial advisor will meet with you to learn about your needs and desires.
Based on this information, the advisor will then explain the strategies that make the most sense for your situation. We guarantee you will leave this session with at least one idea to help you attain your goals!
After this free meeting, you can decide whether you would like to continue with us or not. If you choose to become our client, we can help you achieve your goals through the following process:
- Develop a comprehensive strategy custom-tailored to your needs.
- Work with you to easily implement the strategy in your daily life.
- Meet with you regularly to provide guidance and assistance along the way.
Our goal is to educate millennials about insurance and finances. You are not taught about insurance, finances, and taxes in school. This generation is unprepared when it comes to financial decisions. The lack of knowledge is scary.
At Next Phase Financial, LLC, we are committed to educating the younger generations about finances by explaining important insurance and planning strategies for their financial future, even at a young age. Whether you are just starting your career, need assistance with budgeting, buying your first home, protecting your family or education on retirement and tax strategies, we are here to guide you.
Learn the Skills You Need for Success
We can meet you wherever you’re at to help you achieve your goals. Our financial planning for beginners includes help with all of the following skills:
- Budgeting and Managing Expenses
- Achieving Financial Independence
- Getting Out of Debt
- Saving for a Big Purchase
- Customizing an Insurance Plan
- Tax Planning Strategies
- Millennial Investing Strategies
- Planning for the Future