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ABOUT YGC

YGC is a virtual comprehensive fee-only financial planning firm dedicated to serving the busy young professional.

SERVICES

YGC offers a full range of planning services, and we provide objective and unbiased advice.

WORK WITH US

If you're ready to take the next step toward financial independence, I'm ready to help. Together, we will develop a plan based on your unique needs.

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I AM A CFP® PRO

Today, more than 40 percent of Americans work with financial advisors, compared to just 28 percent in 2010. This growth reflects the increasing demand for personal financial advice. However, nearly 20 percent of financial planners are approaching retirement and the current make-up of financial planners is not reflective of the communities they serve. Women make up just 23 percent of current financial planners and people of color even less.

The CFP Board Center for Financial Planning is focused on the development the next generation of financial planners and has launched the “I am a CFP® Pro” campaign. The educational campaign is focused on motivating young people, specifically women and people of color, to consider a career in financial planning.

Background:
The “I am a CFP® Pro” campaign highlights the many benefits of pursuing a career as a financial planner, including a flexible work schedule, the ability to make a difference in peoples’ lives, and the opportunity for career and financial growth. A new website, www.cfppro.org includes career benefit information, videos from real CFP® pros and toolkits for how to pursue a career as a CFP® professional.

HOLISTIC APPROACH

We start with finding your "why". We get to know who you are first by understanding key areas of your life– family, community/work, goals/concerns and financial resources. We make sure that these key areas align with your financial plan.

CONVENIENCE

Let's meet anywhere - YGC is virtual! We use state of the art communication, financial planning and document sharing tools to help bring information to you efficiently and securely.

FEE ONLY

We do not sell financial products and do not accept commissions of any kind. We work in your best interest at all times and put your needs first. We are here to give you completely objective advice avoiding any conflicts of interest.

TAILOR MADE

Every client is unique. We do not make recommendations without first understanding you. After our discovery meeting, we develop a financial strategy that is geared towards achieving your goals and helping you reach your full financial potential.

EXPERTISE

When choosing to work with YGC, you will receive a dedicated financial planner and have the opportunity to tap into our resource of experts in the areas of tax planning, estate planning and trusted insurance brokers to name a few.

ACCOUNTABILITY

We help you stick to the plan by offering support, guidance, and accountability, along with user-friendly financial tools to help you feel in control and never overwhelmed.

ASSOCIATIONS

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