Financial Coaching for Passive Investing
Elevate your financial planning knowledge and manage your portfolio without paying 1% every year.
Service Description
Are you tired of paying 1% of your total portfolio value every year? Get the financial coaching you need to build a portfolio that is simple to manage and supports your risk profile and financial freedom goals. With financial coaching for passive investing, you can get the results you want and feel confident you are on the right track without paying 1% of your portfolio value every year. WHAT TO EXPECT Before the session: A complimentary coaching session to understand your goals and risk profile. If you have already scheduled a complimentary session in the past another session may not be necessary. During the session: In-depth steps for building your portfolio, with clear and easy to follow actions. Discussion to ensure all your questions or concerns are addressed. After the session: Complimentary check-ins by email for the first month to answer questions and ensure smooth implementation of your personalized roadmap. Recommended: annual roadmap review (see Roadmap Review service).
Contact Details
ramat@thefiwoman.com