Financial Planning for Millennials: success STARTS NOW

•  Millennials are often overlooked in financial planning.
   
• As “digital natives,” they grew up with technology as a constant part of life.
   
• Most Millennials were never taught personal finance in school.
   
• It’s understandable that managing finances can feel overwhelming.
   
• Next Phase Financial offers specialized financial planning for Millennials—providing the guidance and support they need.

•  Next Phase Financial, LLC helps Millennials gain financial knowledge and confidence.
   
• Schools often don’t teach insurance, finance, or tax basics, leaving many unprepared.
   
• The firm provides guidance on: Budgeting and money management, Buying a first home, Protecting your family, Retirement and tax planning, The goal is to help younger generations make informed, confident financial decisions.

•   We’ll meet you where you are to help you reach your financial goals.
   
• Our financial planning for beginners includes: Budgeting and managing expenses, Achieving financial independence, Getting out of debt, Saving for major purchases, Creating a customized insurance plan, Tax planning strategies, Investing strategies for Millennials, Planning for the future

• Start with a free strategy session — available virtually or in person in Lake in the Hills, IL. During this no-obligation meeting:
   
• Our financial advisor learns about your goals and needs.
   
• You’ll receive personalized strategy ideas suited to your situation.
   
• You’ll leave with at least one actionable idea to help you reach your goals.
   
• After the session, you can decide whether to continue with us.
   
• If you become a client, we will: 

       1. Create a custom financial strategy tailored to your needs.
            2. Help you implement the plan in your everyday life.
         3. Meet regularly to offer ongoing guidance and support.

 Managing money can be challenging with student loans, rising costs, and multiple goals. Next Phase Financial partners with Millennials to simplify finances, create personalized strategies, and align money with their values. 

Take the first step by completing the free Millennial Money Check-In, as your to start your journey toward an intentional and empowered financial future. CLICK HERE FOR SURVEY