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Building Momentum


6 months


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.

$7,500 VALUE

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