Financial Planners for Millennials

by Anne Flannery

Oct 7, 2017

© Jwohlfeil | Dreamstime

Trends / Top Trends

Making money, not saving money is often the preoccupation of your 20s and 30s. Even making money often takes a back seat to following a passion or starting a relationship. This can lead to being broke, or even in unwanted credit card debt by the age of 30.

Is it necessary to think about retirement when you may just be happy to have health insurance? Yes. Is it ever too early to start thinking about financial planning? No. Even if you do not take any action, it is good to know what is out there and to have, at the very least, your good instincts confirmed.

A financial planner for millennials that recently garnered a lot of attention is Stash Wealth. Although they are geared toward H.E.N.R.Y.’s (High Earners, Not Rich Yet), they will consult with anyone for free and give you solid, nonjudgmental advice on where your finances are and where they could be in five years with some focus, hard work and no guilt.

Priya Malani founded Stash Wealth and speaking with her sets your mind at ease, which is one of the goals of her company. She does not think being financially secure should involve eating PB&J’s and that with the correct tools, anyone can travel, go out for a coffee and plan for life events like a family, a house and retirement. It never hurts to sign up for the financial cliff notes program, which brings the occasional helpful hint to your inbox.

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