ALL OF OUR CLIENT RELATIONSHIPS START THE SAME WAY, WITH OUR FIRST CONVERSATION
At Millennial Financial Planning, you tell us your story, and we will tell you a
little bit of ours. You tell us your goals, concerns, and passions; and we will tell
you just how we can help. If we seem like a good fit, we will move forward. If not,
then that’s okay too.
Investing is not financial planning, it’s a part of it. We can take a look at your
budget, your habits, review your accounts, and determine if investing right now even
makes sense. If you need something, we can set you up. If you like what you already
have, keep it. Either way, its $35 a month. The bottom line is, you will get honest,
objective advice from people, not robots.