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Available Online

New Grad/Personal Finance Basics Roadmap

A 1-hr session to develop a Roadmap for navigating 3 critical personal finance areas

Service Description

One-on-one coaching and a Personal Finance Basics Roadmap with actions and milestones to help individuals just starting on their financial journey. The roadmap navigates three critical areas of personal finance: budgeting, debt and credit management, 401K, or other employer retirement plans. What to Expect From the Session: Before the session: Survey questions to understand your current financial and employment situation. During the session: I will summarize and discuss your current financial and employment situation, using the information provided in the survey. Then, we will develop your roadmap with actions and milestones that fit your goals and needs. Your roadmap will address: - Budgeting - Debt and Credit Management - 401K or other employer retirement plans - Milestones to help you track and celebrate your progress After the session: You can expect milestone check-ins during the first few months, and occasional insights and tips to support your financial journey. Throughout your session with me, you'll have the opportunity to ask questions and seek clarification and understanding.

  • 1 hour
  • 175 US dollars

Contact Details

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