A total of 12 consecutive weekly 1 on 1 financial coaching sessions for the first 3 months; followed by 8 bi-weekly 1 on 1 financial coaching sessions

60 minutes each

Focus: Accelerating your wealth-building journey.

• Includes everything in Financial Foundation, plus:

  • Employer benefit review to ensure you aren’t leaving any money on the table

  • Retirement review and savings strategies to ensure you’re on track for retirement success

  • Increased knowledge of diversified investment options (stock, bonds, ETFs)

  • Tax optimization and financial literacy

  • Mid-term progress review and adjustments

  • Passive Income Ideation

    
    

Ideal for: Individuals ready to accelerate their wealth-building journey with deeper strategies and support.

Regular Price: $6,747

$7,500 VALUE