“How can I get my kids on the right financial track?”
You could try texting them. Just kidding – kind of.
You (knowing what you know now) wish you could go back to your twenties and thirties and make different financial choices. You would certainly save more for retirement, you might spend less on housing, you would want to start saving for college more quickly, and lots more.
Today’s young adults would certainly benefit from a solid financial plan. They would certainly benefit from technology helping them track their finances and financial progress. They absolutely would benefit from the wise counsel of a trusted financial advisor.
Our More than Money team has recently added exactly these services to offer to your kids or grandkids or young friends. We’ve also added a ‘twenty-something’ advisor to speak to them friend to friend. We have the planning skills, the technology, and the commitment to a long term relationship of trustworthy counsel.
Call us today with your kids’ information. We’ll contact them and work to help get them on the right track.
If you have questions or comments, please send them to [email protected]