Let’s face it, Millennials:
Our financial landscape looks nothing like the landscape our parents and grandparents experienced.
We’re juggling rising living costs, stagnant wages, and hefty student loan debts.
Sometimes, it feels as if we’re playing a never-ending game of financial Jenga, where one wrong move could topple everything!
Add to this the fact that many of us are at the age when we’re ready to get married, buy a house, and start a family – it’s no wonder we’re stressed about money!
Here’s the good news: I have a guide for you!
It’s time to take charge of your financial destiny. This guide's goals is to help you...
1) Gain a full understanding of the various challenges facing Millennials
2) Set goals for both the present and future based on your core values
3) Take a comprehensive look at your household cash flow
4) Make a plan to pay off any existing student loans or credit card balances
5) Learn the basics of investing for your future financial wellbeing
6) Understand how to manage risk with appropriate insurance and estate planning
7) Evaluate tax options to optimize your tax efficiency
Throughout the chapters, you’ll have the chance to pause and reflect on or journal responses to important questions. You’ll also find suggestions for actions you can take to start developing a meaningful and comprehensive financial plan for yourself.
By the end, this guide aims to help you align your finances with your life values – the only way I know of to master your money for both today and the future.