While parents are doing their best to provide for their children, and children are doing their best to succeed academically and professionally, somewhere in the midst financial literacy and planning gets brushed aside. In many cases, those with the greatest amount of inter-generational assets are the least prepared to manage them, and this can be unsettling for everyone involved. We believe that NextGen financial coaching is vital to guiding young adults as they apply for student loans, enter the professional world, and become investors themselves. Heirs of Centerpoint clients have complete access to our team of professionals as they begin on their own path of financial independence, working closely with Managing Principal Jennifer Wolfsberg and Associate Director of Relationship Development, Ashley Agnew along the way. We offer one-on-one meetings, webinars, virtual meetings, and a wealth of resources for all topics ranging from loan repayment plans to 401k options, then on to home purchase analysis and college savings for family additions.