Young Adults: Financial Lessons Series - PART I

This blog series began out of a desire to have a conversation about personal financial habits and building an estate. There have been numerous educational books written on these topics, but some can be outdated. Others start out as page turners, but halfway through transform into soapboxes. The point of this conversation is for it to be a discussion, where mistakes are educational, points are reviewed, and people learn instead of being lectured. 

This series is not just focused on accumulating wealth, but how and when we apply the financial lessons we have learned. It is about honoring individuals who chose to share hard-learned experiences from their lives.

​The experiences and wisdom that have been passed on from parents, teachers, mentors, friends, and peers, provide a financial foundation. Knowledge passed from one generation to another is invaluable, but meaningless if not put to good use. As an advisor, my ambition is to help answer, “How are we being responsible to those we care about?”

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