Welcome to generationU
We'll teach you financial life skills... and it will be fun.
In the next 25 years, approximately 45M U.S. households will pass down $68 trillion to millennial and Gen X inheritors. Wealth is coming.
Source: Cerulli.com
genU is a unique financial life skills course for young adults who are expecting to inherit significant wealth.
Unlike a typical money management course, genU offers an entirely different opportunity.
With our high-touch, high-support approach, you will:
Work one-on-one
Engage
Connect
Work one-on-one with experienced professionals who are never patronizing & always relatable.
Engage with content designed to empower you with a decision-making framework for your financial life.
Connect with peers who are navigating similar challenges.
If you are inheriting wealth, we know it can bring up a lot of feelings. We’ve tailored our program to address what you are going through.
With genU, you’ll learn that you can handle significant wealth – you just need the skills.
We’ve designed a unique curriculum with six stages that you’ll progress through at your own pace, covering essential financial topics such as budgeting, investing, insurance, real estate, and business ownership.
We believe in:
Personalized attention.
No matter how much you know or don’t know about money, genU meets you where you are.
Being ready when you are.
Our unique balance of one-on-one personal connection and online resources makes it easy to access what you need, when, and where you need it.
Fun!
We work hard to make this process fun, interesting, and valuable.
genU graduates walk away feeling empowered, organized, and confident to make financial decisions.
Confidently handling life’s smaller financial decisions is a critical part of learning how to handle the larger decisions that accompany significant wealth.
We’re here for you each time you have a first–first life insurance policy, investment portfolio, kids' education, retirement plan, and more.
But we’re not here to tell you what to do. We’re here to teach you the skills you need to make your own informed decisions.
Less than half of Gen X and millennials are confident in their ability to manage their money.
Source: news.nationwide.com
You should feel confident about all of life’s financial decisions, big or small.
genU gives you access to industry-leading experts, tools, and resources.
Whether you are chatting one-on-one with a member of our team or logging into an intuitive, cutting-edge financial tool, we make sure that you have the support you need on your terms.
- Michelle Smith, founder of genU and Chief Executive Officer of Source Financial Advisors.
Meet the rest of the genU team.
Copyright 2024. Source Financial Advisors, LLC. All rights reserved