Intro to Investing Package

Service Description

This package focuses on investing and setting life goals. This includes education around investing into the markets, retirement strategies, and effective ways to invest in yourself and your family. This includes: -1 Intake Session to evaluate life direction emphasizing goals and vision -2 Prosperity Assessments -2 Assessment Evaluations -1 Investing basics class -12 Weekly financial classes/check-in meetings -Building a personal investing plan suited to your temperament (once the classes are complete) IMPORTANT: When Booking, select the Sunday you want to receive the full price quote and/or invoice. After that we will reach out and schedule your sessions.