Their fee-only firm is a work in production as well. According to Olson, the firm oversees $8 million in client AUM and works with approximately 200 families worldwide.
The family is growing as well. Last year, the couple became first-time parents to daughter Clementine.
“I don’t want her to get to college and never know how to pay a bill online,” Lorenz-Olson says. “I don’t want her to think that she needs a high-paying job either.”
Olson says he never thought to ask questions about finance until he was enrolled in college.
“Finance should never be scary, and no one should ever be ashamed to discuss what they don’t know about it,” he says.