Young businessman managing his personal finances
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Plenty of entrepreneurs start businesses in their 30s, 20s, or even teens, with little or no practical experience in managing a business—or its finances.
As a business owner, of course, you can always hire an expert to manage your company’s finances. But what about your own?
This is where a lot of Millennials and Gen Z find themselves: lacking the financial advice and support they need to build sustainable, financially healthy lives. Even if they’re making major financial decisions for their businesses on a regular basis, too often, they’re not giving their own finances nearly the same amount of attention.
Financial advisor Simon Brady, CFP and founder of Anglia Advisors, created his financial advising practice specifically to work with this demographic.
Like any good entrepreneur, he saw a need and filled it. In his case, the need was for objective, expert financial planning…