Next Generation Initiative

Next Generation Initiative

 

Over a decade ago, a long-time client approached us with a concern that is common among parents.  As we listened to him express his fears regarding his own children’s lack of financial knowledge, we realized we could play a meaningful role in the financial education of the next generation.  What started out as an opportunity to coach the sons and daughters of the families we serve has now blossomed into a passion project with a profound impact.

Our Young Professionals Initiative is a program designed for 18- to 35-year-olds who are developing promising careers.  These young men and women are typically ignored by the financial services industry. The Washington Wealth Group offers pro-bono mentorship at a pivotal point in their lives.  Working one-on-one, we supply them with the education and tools to tackle debt, build their assets, and create a solid foundation for the future. The benefits are two-fold: our young professionals become empowered to make sound planning decisions while we benefit from knowing we’ve made a difference.