Behind the Scenes of Lifewise – Meet Matt Cosgriff
We recently had the opportunity to sit down with Financial Advisor and intrapreneur, Matt Cosgriff, and discuss music, financial advice and what inspired him to spend a ton of energy growing Lifewise.
How did you decide to start Lifewise? Where did the idea come from?
The idea was born out of a genuine aspiration to help those who are wrestling with many of the financial challenges that I am. I came out of school and began working with people who were nearing retirement, and it was fulfilling work. However, I looked around and saw my peers struggling with so many of the financial issues I was struggling with; how to save, pay down loans and grow their income. So, I decided I wanted to help, and Lifewise was born.
What do you like best about Lifewise?
That we’re part of the growing movement to change the financial services industry to be more client centric and open to helping younger clients. For decades the financial services world has largely ignored younger generations in favor of those clients with seven figure portfolios, but with improved technology, more transparent and affordable pricing models, and a consumer first mentality, the financial services world is changing and it’s fun to be a part of that change and movement to help young professionals.
In your opinion, what makes Lifewise different?
I think we try and differentiate ourselves by delivering straightforward financial guidance in a manner that’s as effortless for the client as possible. The more we can simplify people’s financial lives, the more they can spend time doing the things they love. Financial planning is ultimately a means to an end—a profoundly great life—so we try and make the process of planning straightforward.
Give us your best financial advice in 140 characters, or less!
All advice can be summed up by… spend less than you earn!
If Lifewise had a theme song, what would it be?
Justin Timberlake’s Can’t Stop the Feeling. Ultimately, I hope that Lifewise gives people the same kind of feeling that song gives all of us. When you know your finances are in order, it’s time to dance!
New to Lifewise?
Providing the perfect blend of powerful technology and human guidance, Lifewise is geared toward young professionals searching for a better way to make wise choices and sound financial decisions. Backed by BerganKDV Wealth Management, Lifewise is supported by a team of CPAs, CFPs and CFAs who stand ready to guide you through every financial challenge and windfall.
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