Pay off your debt.
Plan for the future.
Prepare for retirement.
Let's face it: You want control.
Control over your finances, time, and future.
But when it comes to money, it feels like everything is out of your control.
Whether it’s student loans, retirement, or savings, you feel like you’re always trying to catch up. Your money holds you back when it should be driving you forward.
You're in the driver's seat.
I’m here with the financial planning directions.
From my Smart Money Moves Toolkit to Financial Foundations Program, I’m here to help you understand your money map and lead the way to your own financial destiny.
Because it’s not just about money — it’s about freedom.
The more you understand your money, the more opportunities it can open up for you.
I’m Shari Rash, The Millennial Money Advisor. Let’s learn how to make your money work for you – not the other way around!
Millennials, Start Here.
The free financial planning resource that changes everything.
Jumpstart your new financial journey with the simple yet powerful 3-step guide!
Learn how to make smart money moves now that build a solid financial foundations for you and your family’s future.
Virtual Financial Planning Services for Millennials
Let’s take back control, together.
How to work with me and make your money work for you.
From financial planning to fiduciary services, I’m here to equip you with the right tools to make smart money moves feel simple.
Financial Planning: Financial Foundations Program
Create a strong financial foundation to build wealth upon
As a high-income earner, you have high expenses. Big dreams come with even bigger costs. But without a solid financial foundation, these dreams can crash and burn when it’s time to retire and set up your children for success.
Together, we’ll build up your Financial Foundations: A true investment for your family, your future, and your legacy.
Understand where your money is going
Having a strategy around your spending isn’t restrictive. In fact? It’s freeing. Discover and implement smart spending strategies that open up opportunities and allow you to take care of what matters most.
Investment Advice and Management
Growing your wealth
Financial freedom isn’t just about what you save — it’s about what you invest. Expand your earnings, stretch your savings, and potentially retire early (FIRE, anyone?) with investment advice made for millennials.
Professionals to act in your best interest
Place your investments in the hands of a fiduciary professional. As a fiduciary financial advisor, I can manage your money, so it works for you and your goals.
It’s my duty to act in your best interest — as a result, we can find investment opportunities, financial planning tools, and wealth-driven paths that fit your dream for the future.
Eliminate debt to grow your net worth
About 7 in 10 millennials owe an average of $117,000 in non-mortgage debt.
Over half of the millennials in their families struggle to build their dreams while being weighed down by past debts.
Together, we’ll organize, optimize, and overcome your debt with a personalized payoff method.
Student Loan Payoff Strategies
You invested in yourself, now pay yourself back.
1 in 5 U.S. adults has student loan debt. That’s 45 million people sharing the struggle.
You’re not alone in this. Let’s change the narrative together. We’ll accelerate your financial freedom by pinpointing the best payoff strategy for your goals.
My Approach To Wealth Coaching
Hi! I’m Shari Rash.
Your Millennial Money Advisor.
I’m passionate about empowering women, families and members of the LGBTQ+ community to build their dreams and their wealth.
I’m here to help you replace stress with success in your finances.
I believe you should have control of your money – not the other way around – no matter who you are or where you came from.
I believe that the most dangerous financial strategy is not talking about money.
I believe financial planning can feel frustrating and fearsome because we focus on the big problems. But to me, it’s about the small steps. Together, we can take small, everyday steps that pave the way to your best life.
So, how can we get started?
Let’s get to know each other!
Schedule a meeting with me, and we’ll explore your money goals, dreams, challenges, fears, and, most importantly, how you can reach and overcome them.
Let’s stay in touch!
Find the @millennialmoneyadvisor on Facebook and Instagram.
Join the Millennial Money Advisor Community on Facebook & Instagram to stay in the know and receive free guidance on all things money, welath and financial independence!
Smart Money Moves Toolkit
A 3-step process to help you evaluate our methodology and make an informed decision about working together.
The Millennial Money Advisor Blog