The next ten years will be harder for you…

Everyone thinks that other generations had it easier than they do… but this is quantitatively true for Gen Zers. Inflation, student debt, the cost of living, and especially the cost of housing are disproportionately higher. Going through your 20s will be harder than generations before you. Time has always been an important variable for adult finances, it just matters more now because of what you’re facing. Learn about passive investment, buying your first home, preparing for retirement, budgeting and minimizing debt so that you can realize the lifelong benefits of an early start. Please email for more information or to set up a consultation call.

Gap Year Seminar

Don’t “just work“. Take advantage of this unique time and season of life to get ready for the next season. This course is designed for high school juniors and seniors. This class will meet weekly, the first half being classroom experiences and the second half being real world experiences classroom content.

Example: Learn about buying a home, mortgages and amortization in the classroom, then meet with a real estate agent, a mortgage broker and visit a real open house.

The following topics will be covered:

• Employment and interview strategies

• Budgeting and taxes

• Professional writing, email and social media

• Retirement savings and passive investment

• Home and student loans

• Credit cards and consumer debt

Synchronous Mini Sessions

For Gen Z students who don’t have the time to join a seminar group, these will be held for consecutive weeks and offered in person and remotely. Topical mini sessions will meet weekly for just 4-6 weeks, some of the topics will be:

• Consumer debt

• Budgeting, banking and passive investment

• Professional communication for employment

• Homeownership and real estate investment