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Millennial Financial Solutions
Virtual financial planning, preparing millennials for a successful financial future! (Tax prep, personal finance, investing, and business management).
Millennial Financial Solutions is a virtual financial planning firm targeted to young professionals (millennials). The aim is to help millennials early on investing for their future and setting them up for financial success as they matriculate into through their careers. MFS offers tax prep, student debt strategy, personal financial planning, and investment management.
01/13/2022
Mic check! 🎙
Our founder and CEO Jerel Butler, , and are launching the Aggressive Intelligence Podcast this quarter! 💰
Stay tuned for more details on this informative podcast that will combine finance, business, and culture!
12/25/2021
Merry Christmas from the Millennial Financial Solutions team! 🎄
We're sending holiday wishes and love to you and yours today and the rest of the year!
04/29/2021
So how much are you worth exactly? 🤔⠀⠀⠀⠀⠀⠀⠀⠀⠀
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It’s not a typical first date question, but it’s certainly one that you should know the answer to.⠀⠀⠀⠀⠀⠀⠀⠀⠀
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For starters, your net worth is your:⠀⠀⠀⠀⠀⠀⠀⠀⠀
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*Assets*⠀⠀⠀⠀⠀⠀⠀⠀⠀
- Properties⠀⠀⠀⠀⠀⠀⠀⠀⠀
- Cash⠀⠀⠀⠀⠀⠀⠀⠀⠀
- Checking and savings account balances⠀⠀⠀⠀⠀⠀⠀⠀⠀
- Investments⠀⠀⠀⠀⠀⠀⠀⠀⠀
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minus your:⠀⠀⠀⠀⠀⠀⠀⠀⠀
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*Liabilities*⠀⠀⠀⠀⠀⠀⠀⠀⠀
- Debts⠀⠀⠀⠀⠀⠀⠀⠀⠀
- Other financial obligations⠀⠀⠀⠀⠀⠀⠀⠀⠀
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Understanding your net worth is key to understanding your big picture!
04/08/2021
If you're stressed about getting your taxes done by April 15th, you can breathe (for a bit at least!).⠀⠀⠀⠀⠀⠀⠀⠀⠀
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ICYMI, the U.S. Tax Deadline for federal income taxes has been extended to May 17th! However, it is important to check and see if your state has changed the due date for state taxes as well. 📅⠀⠀⠀⠀⠀⠀⠀⠀⠀
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Need help with your 2020 taxes? Reach out to for more details!
04/06/2021
Our very own CEO, Jerel Butler was named Top 100 people in Finance for 2021!
Jerel Butler | The Top 100 Magazine | Profile The Top 100 Magazine profile for Jerel Butler, CEO/COO — Millennial Financial Solutions.
10/13/2020
Join Jerel Butler, founder and CEO of Millennial Financial Solutions, this Thursday for "When You Reach the Top, Remember To Send The Elevator Back Down For Others, Part 2."
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During this event, alums will discuss helping other's dreams become a reality and much more. ✨
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Register today via the link in ' bio! 🔗
→ 3 things to take note of for your PPP loan! ←
Listen in as our Jerel Butler talks about three important items to pay attention to when it comes to spending, tracking, and forgiveness of your PPP loan.
(Also note that the current PPP Loan Forgiveness Application expires on October 31, 2020!)
Need help with any of the items mentioned? Click the link in our bio to set an appointment so we discuss your options! 🔗
09/10/2020
🗣 Talk about money with your friends and family!
Avoiding conversations about finances is a *very* easy way to keep our community uninformed.
Have regular discussions and educational sessions with your partner/spouse, parents, children, and friends in order to:
→ Learn from their mistakes
→ Discover new investment opportunities
→ Figure out which credit cards have the best perks
→ Understand the benefits their job provides that yours does not
→ And so on!
Let us know if we can help you get a financial conversation started with your loved ones!
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Address
New Orleans, LA
70125