How to Make Managing Your Money Less Scary: Do it Over Eggs and Bacon

This financial planner uses low-pressure meet-ups to get millennials interested in their finances
Erica Firment/Flickr

The night before I was to meet with my new financial planner, I forced myself to open the online questionnaire she'd sent weeks earlier. It made me anxious immediately. The form asked about my primary monthly income, which I couldn’t put my finger on, and about secondary and tertiary income, which I do not have. It asked me to list my regular expenses, to calculate my net income, and to estimate “one-time upcoming expenses,” which it had never occurred to me you could estimate. “Do you have renter’s insurance?” asked the excel spreadsheet. (No.) “Do you have life insurance? Do you have a will?”

To continue reading this article you must be a Bloomberg Professional Service Subscriber.