VIDEO: Financial Planning in Your 20s: 5 Smart Moves

  • By Lauren C. Coverdale, CFP®, MBA
  • June 2024

If you strive to experience financial independence, it’s important to learn good financial habits. Starting with financial planning in your 20s will give you a head start on accomplishing your goals. Watch this interview with one of Wealth Advocate Group’s Wealth Advisors to learn 5 smart money moves you can make to set yourself up for independence.

About Lauren

Lauren Coverdale joined Wealth Advocate Group in 2019 as an intern. Upon completion of her undergraduate degree, she joined the team as a paraplanner. As a paraplanner, Lauren provides analysis of client investments, estate planning, cash flow, and retirement readiness for her team. Lauren graduated from John Carroll University in 2020 with a Bachelor of Science in Business Administration in Finance with a concentration in Wealth Management and Financial Planning as well as a minor in Entrepreneurship. In 2021, Lauren also obtained her MBA from John Carroll University. Lauren received her CFP® designation in 2023. She also holds her Series 7 license through LPL Financial and 66 securities licenses through LPL Financial and Stratos Wealth Partners. In her spare time, she enjoys being outdoors, traveling, and spending time with her husband and their dog, Indi. To learn more about Lauren, connect with her on LinkedIn.

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