AÑO
2015
CATEGORÍA
Trabajo
OBJETIVOS
Sistema financiero innovador
PAL. CLAVE
Financial planning, Adulthood
PAÍS
United States of America
CRÉDITOS
Society of Grown-Ups, in collaboration with Massachusetts Mutual Life Insurance Company (MassMutual) and Ideo.
LINK
https://www.societyofgrownups.com
Society of Grownups
A society aimed at promoting the financial health and other ‘grown-up’ ambitions for adults
Society of Grownups gives young adults a chance to discover and envision their dreams and goals through professional consulting services such as classes, chats, supper clubs, presentations and special events. Considering that each value and goal is individual, success can be reached through specially tailored consulting. With non-judgmental and engaging services, their team of financial planners guides members through easily-understood action plans aimed at a specific target. With the three key steps taken consisting of learning and exploring, defining goals, and taking action, each individual is left feeling empowered to achieve their ambitions. Investment, debt and inheritance are all topics addressed by the trained planners, allowing clients to buy their first house, travel the world, start their own business or start a family.