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The 10 Steps We All Take
Happy Fourth of July!
From the Habits family to yours, we hope you have a fun and safe holiday.
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The 10 Steps We All Take
In the 1000+ interviews and families I've met through Habits, here's how most tackle their 20’s and 30’s.
Get's job
Get's 401k advice from friends or family
Seeks salary transparency and budgeting advice from a trusted colleague
Over drinks or coffee, casually asks personal finance questions
Begins to prioritize being "smart" with money
Seeks advice from Google, social media, influencers, etc.
Insecurities build...
Serious conversations begin with parents or loved ones
Then the back & forth of "should I talk to someone"
DIY expiration date
Everybody flows through these 10 steps at different paces.
For some it's immediate others until their 50's.
We built Habits so people could realize that access to high quality financial advisors is an option even if you don't have millions in the bank.
See how others reacted to these 10 steps through this TikTok post (100k+ views)
@jack_boudreau_ Replying to @Joe sounds like you’re at step 6 comrade Shirt & Pants: @Cuts Clothing #corporate #career #finance
My Key Takeaway
I built Habits with the ideology that everyone should have simple, intutive, and easy access to meet great financial advisors. Because at the very least, you can decide for yourself if one makes sense.
Thanks for reading, Habits fam. See you back here next week for more.
-JB
Got feedback? Hit reply and tell me what you think…I’m always looking to level up.