Personalized Investing Roadmap

Service Description

Think investing is complicated? That you need to have expert knowledge or have to constantly monitor the market to do it right? You don’t. The Personalized Investing Roadmap is designed to help you create an investment portfolio that fits you—your goals, your risk profile, and your timeline—and is easy to manage on your own. Before the session, you’ll complete a short pre-work assignment. During the session, we’ll work together to: ✅ Clarify your investing goals ✅ Identify your risk profile ✅ Build your ideal asset allocation ✅ Choose the right accounts and investments ✅ Create an investment plan you understand and feel confident managing You’ll leave with a personalized roadmap, clear next steps, and peace of mind—knowing your investments are working for you without the ongoing 1% fee or pressure to become a market expert. Important Information: The FI Woman LLC is not a licensed investment advisor. The Personalized Investing Roadmap is designed to equip you with the knowledge and tools to confidently self-manage your investment portfolio.