Is your new graduate ready for what's next?

Congratulations on your young adult's recent graduation and exciting journey into the workforce! As they embark on this new chapter, it's natural to wonder: Are they prepared for the financial decisions and challenges they’re likely to face on the road ahead?

If you have kids who have been out of school and in the workforce for some time now, are you concerned that they’re still not meeting their financial goals?

There’s a lot for young people – and their parents – to consider, from daily Starbucks indulgences to navigating cash flow, investment strategies and insurance needs. And oh yes, there’s also retirement to think about, even if that seems so far away for the next generation. We understand the importance of laying a solid financial foundation early on. That's why we work specifically for young adults like yours. Our mission is to equip them with the knowledge and tools they need to make informed financial decisions and set achievable goals — all while enjoying life's little luxuries, like that occasional caramel macchiato.

Whether it's creating a budget, exploring investment opportunities, or planning for the future, we're here to guide your young adults every step of the way. Think of us as their personal financial advisors, ready to help them navigate the complexities of adulthood with confidence.

Curious about how it all works? Check out this month’s case study about a young woman named Vivian who just accepted her first job at a law office, has some credit card debt, golf membership, and wants to buy a condo. We helped Vivian get a solid financial footing.

We’d love to do the same for your young adult, or for you. Schedule a call, and let's start building a brighter financial future together.

Warm regards,

Elke & Brooke