Starting Out With a Little Money to Invest

Financial planning for Gen Z and Millennials

“I want to write my own stories, and I want my money to help.”

Next Generation Stats

The only way you’ll find out if you ‘have it in you’ is to get to work and see if you do.

0
Percentage of US population under age 40
0s
Largest age group in USA
0$
Median net worth 30 year olds

Sources verified February, 2024.

Financial Planning Articles

For Millennials and for Generation Z
Array

Creating A Budget? Here’s What to Consider

Budgeting tips for generation Z and millennials.
Read More
Array

Financial Planning for Young Adults 

Financial planning advice for millennials and generation Z.
Read More
Array

FIRE: Financial Independence, Retire Early

Some young Americans are working toward FIRE, or Financial Independence, Retire Early. Go figure. Actually, retiring early requires a lot of...
Read More
Array

Parents Who are Paying for College, Some Advice

Paying for college is expensive and difficult! Here are some tips to keep in mind.
Read More
Teaching Younger Generations Financial StewardshipArray

Seven Financial Planning Essentials for Millennials & Young Adults

Learn the seven steps that a millennial and other young adults should take to create and stick to a great financial...
Read More
Array

Ten Smart Money Habits for Millennials with FAQs

10 smart money habits for millennials starting out, with frequently asked questions and answers.
Read More
woman listening to podcastArray

Three Tips To Get Young Adults Excited To Invest

If you can get started now, you can build a great foundation of solid financial habits. Here are a few principles...
Read More
Financially Independent Retiring EarlyArray

Top 3 Tips for Millennials Building a Strong Financial Foundation

Three tips for millennials who want to build a strong financial future.
Read More
Array

You May Live to 100, says Stanford’s Map of Life

Financial planning for a long life. Explaining Stanfords map of life which shows that we may live to age 100.
Read More

Financial Planning Resources

Financial resources and services for Gen Z and for Millennials

Inheritance or Windfall

When you receive a large sum of money through inheritance or windfall, your financial planner will help you develop a custom financial plan that makes room for your short-term and […]

Life Transitions

Life transitions often come hand-in-hand with a sudden change in finances. Our processes improve outcomes.

Paying For College

Comprehensive resources for college planning. Our college planning process, videos, podcasts and free college money report.

Paying for weddings

Weddings can be one of the greatest joys of parenting, and they can also be expensive!

Real Estate Planning

We deliver advanced financial planning with our independent expert team.

Values Based Investments

Learn how we enable our diverse clients to invest with their values.

Women’s Wealth and Wellness

Women have unique financial needs in different life stages, from accumulating wealth to retiring, to widowhood.

How can we help?

Chat in-person during regular business hours or fill out the form!

    Unique and professional financial advice

    Our wealth management approach may be different from experiences you have had with other advisors.

    How A&I Might Help You

    Financial planning resources

    Learn some of the ways we communicate with, and educate our clients about, financial planning, investments and other important topics.

    View Latest Financial Planning Resources

    Join an event in-person or via Zoom

    We offer a broad array of events that broaden your knowledge and experiences.

    View All Events