What to expect
Don't wait until retirement to start living your life - let's start today! I have the expertise to guide you on your journey to building your first $500,000. And even if you don't have a lot of assets to start with, I can help you make the most of them and prevent financial mistakes. I am here to help you achieve your financial goals as soon as possible. On this 1:1 Video Call, I will personally help you to: - Identify your risk tolerance and financial goals - Explain our fees & your savings What to expect: - A clear roadmap and actionable plan - Personalized Investment model - Organized and optimized finances - Ongoing access to expert guidance The price ranges from $150 to $200 per month, depending on the initial investment amount. Perfect for young individuals with assets from $0 - $350,000 who wants to save on taxes, fees, and debt interest while intentionally investing towards their goals. My goal is to help you become a $500,000 client through personalized coaching and guidance.