Financial Services - Oro Valley, Arizona, United States
Supporting women and couples under age 30 and veterans of all ages and genders to invest in their futures. Provides personalized financial coaching, to include budget creation, basic investing/retirement savings, exploration of emotions around money, and actionable steps for success. -----"Why should I sign up for a meeting?"If you are someone who: -rarely has the money to make the big purchases you want to make -is scared to look at your bank account any day but payday -feels like you should know what the words "investing," "compound interest," and "retirement" mean in reference to YOUR life......this is the financial coaching program for you. By the end of two financial coaching sessions, you will have: -implemented a realistic budget -an understanding of basic investing -started the appropriate retirement accounts for you -know how to delegate your money to serve you -----"How do coaching sessions work?"Coaching sessions typically take place over the course of two meetings. The first meeting will take 1-2 hours, and will cover basic budgeting and investing, as well as ACTIONABLE + PERSONALIZED recommendations for your finances. The second follow-up meeting, to review what you implemented and go over some additional information, will take anywhere from 30 min-1 hour. -----"What will I pay?"Your two financial coaching sessions are typically around two weeks apart and cost $150 altogether ($150/person if you are seeking couples coaching). Alternate schedules are available upon request.