One on One

Service Description

Sign up for the two 1 hour sessions on your particular situation. Schedule your first session now! • Deep dive into your budget • Help constructing the budget • Your retirement planning • Setting up an Acorns account • Looking at a investment strategy • Setting up an emergency account A one-on-one coaching session tailored to your unique financial goals and challenges, designed to provide actionable steps and guidance. What if I have other questions? Of course, this one-on-one time is yours – if there are other questions you have or scenarios you want to run (like whether you should pay off debt faster or invest more aggressively, for example), we’ll go over them together. Will we talk about retirement? Ready to retire? Same. We’ll review your retirement and investment account options and the order of operations for investing in these types of accounts based on your goals and the vehicles available to you. Debt Strategies: First things first: We’ll go over any debt that you may have and devise a plan to pay it off by a specific date, so you have a solid, strategic plan moving forward with a light at the end of the tunnel. Investing Strategies: It’s okay if you’re not sure where to start. Each coaching call involves reviewing ETFs, index funds, and a few different portfolio strategies, like the three-fund portfolio and target date funds.