Financial Planning for Millennials
We're Like Personal Trainers For Your Money
Financial Bootcamp Training
Client Analytics and
Take-Action Financial Coaching and Guidance
Made For Millennials
Financial Haus is not your Grandpa’s firm. And so What was considered “sound financial advice” 40 years ago might not still apply today.
We were created by millennials for millennials, with an approach to financial planning that is geared toward helping younger adults build a strong financial foundation for themselves. Might a Millennial and Boomer approach a financial plan differently? We think so.
Not only are Financial Haus advisors qualified to help you on your financial journey, they understand the challenges facing young adults today, and how to take a realistic approach to helping you achieve your financial goals. View our Customer Relationship Summary
Find A Plan That Fits
Your Financial Coach
Hey! You’ve got to start somewhere, right?! You’re out there making it on your own and taking care of number one. Now you’re ready for what’s next. This program helps you if you’re starting from scratch or if you’d consider your situation not too complex.
- Debt Management
- Insurance Review & Recommendations
- Customized Savings Plan
- Annual Action Plan
Your Level-Up Champion
If your situation has several moving parts (or you want it to!) this plan might be best for you. It’s for those whose situation has some complexity: maybe you have various assets or accounts, maybe you’ve found ‘the one’ and are growing a family, or you have an analytical brain and want comprehensive projections and customized strategies.
- Everything from the above plan +
- Investment and Portfolio Reviews
- Tax Conscious Investment Strategies
- Retirement Income Planning and Strategy Design
- Major Life Event Planning
- Preliminary Estate Planning
- Income Protection Planning
- Semi-Annual Action Plan
Your Wealth Strategist
If you’re wondering how you even found the time to read this page, then this advanced program is probably for you. It’s for those with highly complex situations managing acquired assets: maybe some real estate, a small business or various investment accounts. If your plan needs coordination with outside professionals to protect and grow your wealth, this option might be best for you.
- Everything from the Coach & CFO plans +
- Customized Accumulation Strategies
- Coordination with CPA & Attorney
- Cash Flow Strategies
- Retirement Planning
- Legacy Planning
- Special Project Planning
- Quarterly Progress Reports
Get Started On Your Wealth-Building Journey
We are here to help you navigate a financial landscape that, likely, looks different from what your parents and grandparents grew up with. We think you should have just as many opportunities to build wealth and take charge of your life just like any other generation.