Financial Checklist for Young Adults: What I Wish I’d Known Then

Even if you think you know critical information, do you really understand what it means and the impact it could have on your standard of living later in life?

A young woman looks thoughtful.
(Image credit: Getty Images)

As a young adult, you know it’s important to make smart financial choices and form good habits. Yet how can you establish smart financial habits if you don’t know what you don’t know?

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Valerie Thomas
Managing Director, Chief Client Experience Officer, Marquette Wealth Management

Valerie Thomas is a Managing Director and the Chief Client Experience Officer of Marquette Wealth Management, a high-touch wealth management firm with integrated investment and financial planning services. An original founding member and part of the firm’s management team, she is responsible for a variety of strategic firm initiatives, with a primary focus on optimizing the client experience by customizing investment and planning strategies.