Together With

Hey Future Funders family!

Happy Monday. Let’s get to it.

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Dining with Sequence

The average American juggles 15 different accounts, including credit cards, loans, bank accounts, and fintech apps. This fragmentation of services has made it increasingly challenging to track, comprehend, manage, and optimize our financial lives.

Sequence, the world's 1st Financial Router, connects all your bank accounts, credit cards, savings funds, and investments on an intuitive money map, allowing you to create automations using smart rules and IF statements.

People Who Can Help

🚀 What’s happening: In today's complex financial landscape, it's easy to feel overwhelmed when it comes to managing your money.

From planning for retirement to investing wisely, making the right financial decisions can be a daunting task.

Thankfully, there is a wide range of professionals with diverse expertise who can guide you through this maze and empower you to make informed choices. 

But…do you ever get confused by all the titles and want to understand what each person actually does?

That’s why we broke down 15 financial professional roles to help.

Dinner Discussion ❓

See last week’s poll results below.

📜 Quote Of The Week

“Children have never been very good at listening to their elders, but they have never failed to imitate them.”

-James Baldwin (Writer)

Dinner Discussion ❓

Last week’s question: Do you currently save money in an account for your kids (i.e. educational account, savings account, etc)?

Results: About 59% of you said yes which is great!

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