Gen Y (1981 - 2000)

  • Starting your first entrepreneurial venture?

  • Do you understand your credit score?

  • Build up savings or pay down debt?

  • How should you create your first budget?

  • What is the best way to manage student debt?

  • What money moves to make when we get married?

  • Considering buying your first home?

  • How much should you be saving for retirement?

  • Setting up the college fund for your new baby?

  • How should you set up your beneficiary designations?

  • What to do with bank accounts if you move internationally?

  • Getting killed in taxes?

Are you ready for your FREE No Obligation Consultation . . .

· Learn how to save money by using smart tax management strategies
· Figure out new ways to minimize your expenses
· Discuss how to balance having fun today and being fiscally responsible for the future
· See the power of becoming the CFO of your own family finances