Congratulations! You’ve got your intentional spending plan locked in, you’ve saved your Emergency Fund in your High Yield Savings Account, you’ve got a plan to pay off your personal debt, you’ve got your well-oiled money machine running on autopilot. Now it’s on to the big stuff - the stuff that will actually build you immense wealth so you and yours are set for life!
I’ll help you decipher and max out your 401(k), how to choose a Roth IRA investment, how to understand the stock and bond market, ETFs, and Index Funds. You’ll leave with an investment strategy that isn’t soul-sucking, and only requires a check-in once a month to make sure everything’s running properly.
This is how millionaires are made. Let me be your guide.
$97 for 2 one-hour sessions 1:1
30 min risk-free consult