Seven years ago, I started my firm to address a specific need: helping millennials. I had the idea by just looking around me. Following the Great Recession, there were smart, hard-working young professionals saddled in student loan debt struggling to start their adult lives in a beaten down economy. I believed I could make an impact, but also from a business standpoint, build long-lasting relationships by investing in my peers early. And I was right.
The need still exists today for my demographic, even as the voices in the financial literacy space are louder and more plentiful. There’s still much work to be done in bringing basic financial skills to the masses at an earlier age and equipping young people with the right questions to ask about the value they seek to gain from higher education. I will continue being a passionate advocate on these topics, but the truth is, my clients are growing up. I’m growing up, too…
