Empowering clients through education
The rising interest in financial planning and investing has highlighted the gaps in financial literacy. We work with a cross-section of clients from different professional, age, and cultural backgrounds to empower them to better understand their finances and the link between the income they earn now and how their life looks in retirement.
Susan’s YouTube series “Your Money, Your Choices” expands on that work, bringing it to the general public with the next generation of wealth in mind. Susan started the series as a way to help millennials, like her sisters and friends, navigate the often noisy and information-dense world of personal finance. The series explores concepts such as retirement savings, education planning, budgeting, paying off debt.
You can learn more about the series here.