Ivy - First Generation Young Professional

As the first person in her family to graduate from college, Ivy is smart, responsible, and hard-working. Through her major in college, she was able to land a great position at a large company. With a good salary, and good benefits through her employer, Ivy is off to a great start in her career.

However, as a first-generation American, her parents worked many many hours just to earn enough to provide for her and her siblings. They never had access or a chance to invest or save for retirement. Because of this, growing up Ivy was never exposed to those financial areas. That lack of exposure caused Ivy to not place importance on investing or saving for retirement.

Ivy reached out to us because she realized that those areas were important, but found that there was too much information out there on the internet. She didn't want to make the wrong choice.

During our meetings with Ivy, we provided education on the different financial products that are out there and which were most appropriate for her.

Similar to a lot of other first-generation Americans, growing up Ivy internalized a set of "money scripts" about money and finances by seeing how hard her parents worked, the way they saved their earnings in savings accounts, and the comments that her parents made about other people's finances. These subconscious beliefs about money caused Ivy to be extra cautious when it comes to her money. We were able to help Ivy explore the money scripts that she holds so that she is aware of what's driving her financial behaviors.

By working with us, Ivy was able to translate the great start to her career to a strong financial foundation that will serve her well in the decades to follow. She was also able to see the numbers in her financial accounts as more than just a set of growing numbers, but now she sees the purpose behind those numbers like being able to take care of her parents as they get older.