Everyone needs a friend to go to for advice.
Unfortunately, we don't all have friends that are qualified to give the best advice when it comes to your finances.
Friend of Finance is here to help you through your major financial milestones, provide fiduciary advice, and answer all of your questions along the way.
The truth is, education on all things financial are lacking in our society.
From a young age, we are not taught enough about investing, saving, debt management, or planning for retirement.
This is less than ideal, because the sooner you learn, the better off your financial future will be.
Friend of Finance is here to help you through your major financial milestones, provide fiduciary advice, and answer all of your questions along the way.
The truth is, education on all things financial are lacking in our society.
From a young age, we are not taught enough about investing, saving, debt management, or planning for retirement.
This is less than ideal, because the sooner you learn, the better off your financial future will be.
The Goods.
Everyone's financial picture is different, so planning services are tailored to your specific needs. Some of the common areas I help people with are:
Retirement for Entrepreneurs
Saving for retirement is a little more difficult when you don't have an employer to rely on or access to a 401k or 403b. We focus on providing entrepreneurs with the tools they need so they don't miss out on the benefits from these amazing wealth building accounts.
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Investing
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Debt
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Your new friend, Alicia.
I created Friend of Finance after starting my career in the finance industry and realizing the amazing impact that saving and investing while you're young can have on your future. I also saw first-hand how under served younger generations are when it comes to financial education and retirement planning.
This is a crying shame, because the younger you are when you begin your journey to building wealth, the easier it is.
Working in an industry that mainly focuses on retirees in the baby boomer generation, I have been blessed with the gift of hindsight. Many of the problems retirees today struggle with, such as fear of running out of money in retirement, could have been prevented by a longer time frame to save, invest, and grow accounts.
My goal is to provide as much information as I can, to ensure people like you have access to the knowledge you need to create a future for yourself that is free of financial worries.
When you have decades ahead of you, a little set aside will go a long way. You just may need a friend to guide you on the more technical stuff, and encourage you to start.
This is a crying shame, because the younger you are when you begin your journey to building wealth, the easier it is.
Working in an industry that mainly focuses on retirees in the baby boomer generation, I have been blessed with the gift of hindsight. Many of the problems retirees today struggle with, such as fear of running out of money in retirement, could have been prevented by a longer time frame to save, invest, and grow accounts.
My goal is to provide as much information as I can, to ensure people like you have access to the knowledge you need to create a future for yourself that is free of financial worries.
When you have decades ahead of you, a little set aside will go a long way. You just may need a friend to guide you on the more technical stuff, and encourage you to start.