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If Not Now, When?
Here are the most common mistakes I see being made:
- Waiting until debt is paid off before consulting a financial professional
- Finances on autopilot / ‘set it and forget it’
- Letting the spouse handle all of the financial matters.
- Being unaware of risk factors affecting the family's finances
- Being stressed and uncertain about financial matters
- And many more…
Don’t let fear, uncertainty, or shame hold you back. Take control of your financial future.
About Me
"It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for"
~ Robert Kiyosaki
In my early 20’s, I blew through a lump sum inheritance I received from my grandfather. He worked years for that money. Do you know how many years of financial education I had at the time of that inheritance? Zero.
So, it’s no wonder I squandered it. I want you to ask yourself: How many years of financial education do you have? What about your kids? If you know that there is little to no formal financial education within your family system, why take the risk of having what you or your family has worked so hard for disappear within a matter of years? It doesn’t have to be that way. Let’s preserve the wealth that is designated for your family… you’ve worked hard for it.
My team and I will:
- Provide clarity through financial education and discovery of your attitudes, beliefs and habits to build confidence in financial choices
- Promote financial well being as a form of self care to be prioritized
- Teach you how to leverage practical resources to help you pursue your financial goals.
Take Control of Your Financial Legacy Today!
Our Mission
Building Generational Wealth Starts with a Single Spark of Action
If you’re young, the spark starts now. Time is your greatest ally, and small, consistent steps today can lead to significant wealth tomorrow. Whether it’s building an emergency fund, starting to invest, or planning for major milestones like buying a home, the earlier you begin with sound financial habits, the more time your efforts have to grow. Don’t wait for “the right time”—the right time is now.
As you gain more wisdom, your spark can light the path for your family’s future. Ensuring your financial house is in order, planning for retirement, and creating a legacy plan can provide security and stability for the ones you love most. Your experience and savvy planning can pave the way for your family for generations to come.
My team and I can guide you every step of the way, providing personalized strategies and support. The journey to wealth and security doesn’t have to be overwhelming—you just need to take the first step. Let’s ignite your financial future together.
How We Work
At Next Gen Wealth Partners, we take a unique, client-focused approach to financial planning. With over 6 years of experience in the financial industry, combined with training in counseling, life coaching, and behavioral finance, we tailor our process to meet your individual needs. Our flexible, common-sense pricing structure ensures you get value at every step, while our fiduciary commitment guarantees your best interests always come first. As holders of the highest credentials in financial planning, we guide you with expertise, empathy, and a focus on achieving your goals. Let’s build your financial future—together.
Our Team
Our team approach adds perspective to all we do and provides increased benefits to our clients.
