millennial financial planning was founded by Chuck & Rob in 2016. a lot has changed for millennials since then.
young college grads are churning the economy with business innovation; meanwhile, older millennials are well into their careers and possibly planning for others. we assist clients identify their needs and create a starting point. our objective is to keep financial plans in alignment with short and long term goals. the global pandemic has raised new concerns regarding financial planning, and we're here to help address them with you.