Gen X Is Carrying Everyone Right Now
Caring for Parents.
Raising Kids.
Planning Your Retirement.
A short, one-on-one call to help you decide what actually matters next.
What happens next
If you’re considering the next step, here’s what it looks like:
• You answer a few short questions (about a minute)
• You choose a time that works for you
• We have a one-on-one Zoom conversation
No preparation required. No sales pitch.
You won’t be asked for account details or documents.
If you’re in your 40s or 50s, you may be:
- Helping aging parents
- Paying for (or worrying about) college
- Wondering if retirement is really on track
Individually, these are manageable.
Together, they create constant background stress.
Most people don’t need more information.
They need help sorting the decisions.
This is a one-on-one Zoom conversation, not a sales pitch.
In about 30 minutes, we’ll:
- Identify the 1–2 decisions causing the most pressure
- Clarify what’s urgent vs. what can wait
- Talk through practical next steps
No products.
No obligation.
Takes about a minute. No contact info required until scheduling.
This is a good fit if you:
- Are Gen X (roughly mid-40s to late-50s)
- Feel pulled between parents, kids, and your own future
- Have savings, but aren’t sure everything is aligned
- Prefer thoughtful conversation over hype
If you’re looking for stock tips or quick fixes, this won’t be a match.
How It Works
- 📍 One-on-one Zoom
- ⏱ About 30 minutes
- 💬 Conversation, not a presentation
- 💲 Complimentary
If it makes sense to work together, I’ll explain how.
If not, you’ll still leave with more clarity.
Email: jason@unleashedfinancial.com
Phone: 425-954-6781
Address: Kirkland, WA 98034
Serving Seattle, Bellevue, Kirkland, and the greater Eastside community
Unleashed Financial LLC
Unleashed Financial, LLC is a registered investment advisor in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.