(FRUSTRATING, BUT FIXABLE – WITH A VIRTUAL FINANCIAL PLANNER WHO MAKES SURE YOU DON’T MISS ANYTHING)
Making money doesn’t mean you automatically know what to do with it.
There’s something I need to tell you:
I’m sure your father-in-law’s financial planner is a perfectly nice guy – but you deserve to get advice from someone who gets you.
You know – someone who doesn’t think the reason you haven’t bought a house is your specialty coffee habit.
Because while I’d hate to play into the whole “millennials think they’re soooo special” stereotype, our generation really does face a unique set of challenges (sky-high housing costs! Inconsistent benefits! The price of just existing!!) and advantages (higher earning potential! Flexible income! The entire Internet!).
FINANCIAL ADVICE FOR MILLENNIALS *IS* DIFFERENT - SO YOU’RE GOING TO WANT TO TRUST SOMEONE WHO’S BEEN THERE, TOO.
Hi, I’m Chelsea – and I want to help you uncomplicate your finances, so you can actually enjoy using your money like the tool it is.
It really can (and should) be that simple.
I don’t just come to the conference table Zoom room with 10+ years of experience in finance, a strong background in tax planning, and a track record of building thoughtful, personalized financial plans–
I show up as someone who also graduated into a recession, has faced sky-high housing costs and student loans, and grew up being told that my generation should just…budget better and stop being dramatic.
Basically, I show up as someone who not only gets where you’re coming from, but will actually get to know you – because how else would someone be able to give you the solid, tailored-to-you advice you deserve?
I’m simply not interested in giving blanket advice.
Unless, of course – you have a cozy throw to recommend for optimal Bravo-watching comfort.
At this point in your career, you’re less worried about how to start making actual, liveable, enjoyable money, and thinking more about what to do with your income now that you have it… which gets more and more stressful as you keep Googling things like “how big of an emergency fund do I need” and “how to tell if I need a trust.”
What Google doesn’t tell you, though? That the reason your search results are stressing you out (instead of calming you down) is that they have nothing to do with you.
Your career, your income, your goals, your lifestyle…they’re specific, which means your financial plan should be, too – and why I’m here to help build a strategy around your actual life that gets you to your actual goals.
The (Non-Financial) Balance Sheet
✓ Can give you data-backed financial recommendations *and* strong opinions about which Bravo-lebrities would be best to hang out with.
✓ Has a full, organized Libby queue at all times.
✓ VERY close to mastering handstands in yoga, which pairs nicely with my proclivity for forcing my friends to do the Dirty Dancing lift with me.
Assets
✓ Has an irrational fear of swimming in the ocean, excels in pool/boat-based water activities.
✓ Can only listen to podcasts on 2x speed – pretty sure I process audio like a court reporter now.
✓ Still holds a grudge against the dolphin who ruined a vacation in Mexico once. Yes, there are pictures.
Liabilities
Picture proof
COMMISSIONS, COMPLICATIONS, and CONDESCENSION JUST AREN’T IT.
As your virtual financial planner, I’m not here to push financial products or earn commissions – I only give advice that’s in your best interest, and I don’t subscribe to the narrative that managing your money has to give you a headache. Instead, I’m who you call when you want non-judgmental answers to your biggest and smallest financial questions – and honest, unbiased financial advice.
Quick vibe check!
Your finances don’t freak me out.
Whether you’re concerned about insurance coverage, stressed over tax savings, or just want the peace of mind that you’re not missing *anything* when it comes to your finances – My goal is to help you confidently enjoy your money now and create a rock-solid plan for later.