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Available Online

Net Worth Builder Roadmap

2-hr session to develop a comprehensive plan and Roadmap to grow and protect your net worth,

Service Description

Your net worth is a true measure of your financial stability and financial freedom. The Net Worth Builder Roadmap provides actions, strategies, and milestones for growing and protecting your net worth. What to Expect From the Session: Before the session: Survey questions to understand your net worth goals, current net worth, assets owned, liabilities, and challenges or obstacles in your way. During the session: I will summarize and discuss your net worth goals and current net worth, using the information provided in the survey. Then we'll develop your roadmap with actions, strategies, and milestones to achieve your net worth goals. Your roadmap will address: - Your risk profile - Your net worth goals - Target net worth recommendation - Net worth growth strategies that fit your situation and risk profile - Strategies to protect your net worth - Milestones to track and celebrate your progress After the session: In the first few months, I will reach out to check in on milestones. I will also occasionally send insights and tips to support your journey. Sessions to update or review your roadmap are available as an additional service. Throughout your session, you will have the opportunity to ask questions and seek clarification and understanding.

  • 2 hours
  • 399 US dollars

Contact Details

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