Wealth Building Blueprint: Investing

Service Description

In this 60-minute session, we build on the clarity you gained in “Dollars and Sense” and shift into strategy. We’ll revisit your financial goals, refresh your budget and net worth insights, and then dive into the world of investing. You’ll learn about different investment vehicles—stocks, bonds, mutual funds, retirement accounts—and how they can support your long-term goals. Together, we’ll create a personalized wealth-building playbook that leaves you feeling empowered and knowledgeable about the next steps to take.