top of page

Available Online

Personalized Investing Roadmap

2-hr session to develop your Roadmap for a broad range of investing goals and strategies

Service Description

One-on-one coaching and a Personalized Investing Roadmap with actions and milestones to achieve your investing goals. Whether your priority is wealth-building, optimizing investing tax strategies, education planning for kids, or a combination of priorities, your Investing Roadmap will show you the way. What to Expect From the Session: Before the session: Survey questions to understand your investing goals or concerns, current investments, and challenges or obstacles in your way. During the session: I will summarize and discuss your investing goals and current investments, using the information provided in the survey. Then we'll develop your roadmap with actions and milestones to achieve your investing goals with the best strategies that fit your situation. Your roadmap will address: - Your risk profile - Your investing goals - Best strategies to fit your goals and risk profile - Detailed actions to close the gap from where you are today to your desired goal - Milestones to track and celebrate your progress After the session: I will reach out for milestone check-ins in the first few months, and occasionally send insights and tips to support your journey. Throughout your session, you will have the opportunity to ask questions and seek clarification and understanding.

  • 2 hours
  • 399 US dollars

Contact Details

bottom of page