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  • Doug Oosterhart, CFP®

For Millennials: Learn the tools to build wealth (August promo)

We are running a special promo for the month of August. Since we've had so many people reach out after watching our videos with a few questions about "how to get started" or "how to make sure they're doing what they're supposed to do," we wanted to make sure to help those people. Because time is limited and we generally don't work with too many millennials, we've created a process to maximize our time spent together. Kind of like a "financial planning lite version." Let's face it, most millennials don't necessarily need a financial planner. They simply need to be pointed in the right direction without the fear of being sold a product that they don't understand. We are only offering 1 meeting per week, and they will fill up quickly.

We will spend 90 minutes doing a screen share meeting. In the meeting, we will answer your questions and make sure we leave time for instructions on how to implement your recommendations. The cost for the meeting is $149. We are truly discounting our time to get these done as a service to those that want to learn the right way to save and invest.

A few things you'll learn:

  1. Why budgets are a joke (and what to do instead).

  2. How to optimize your 401(k) - Traditional vs. Roth.

  3. How to automate savings/investing and stick to a plan that runs itself.

This is a great opportunity to learn how to build wealth and there are no minimums to get started.

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