Millennial Planning

Gen XY/Millennial Planning

Let’s face it financial planning can look different in your 20s and 30s. Kerry is passionate about helping others understand how to approach their finances from 401(k)/Roth IRA planning, to helping you understand your financial options as a young professional, newlywed, or new parent. We can work with you through a one-time plan, or set up an affordable financial planning arrangement that works fits your life situation.