Wealth Building Blueprint: Investing

Service Description

In this 60-minute intermediate 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. Wealth in Motion plan includes: - 60-min Wealth Building Blueprint session covering all topics mentioned above and from previous sessions (Dollars & Sense) - Guidance/walkthrough of financial tools -- Budget Tracker w/ Dynamic Cash Flow Analysis -- Net Worth Tracker -- Loan Amortization Sheet -- Investment Calculator - (2) 30-minute check-in sessions for on-going support and accountabilit - (2) 45-minute check-in sessions for updating strategy and retirement outlook