Early enrollment

Lawrence Financial Planning manages clients with a net worth of at least $10 million, but a new initiative launched by the Tampa-based firm targets a completely different demographic.

Earlier this year the firm launched a mini-plan for young professionals to help them get started in investing, says Ross Allen, 31, a financial adviser at Lawrence Financial Planning.
Allen says he has noticed a trend toward attracting millennials for many businesses, which helped spark his idea for the plan.

“These young professionals know that they want to get started,” Allen says. “They just don't know how.”