Wealth Building & Investing Basics Package
For those who want to start investing but feel lost
✅ What’s included:
2 x 60-minute coaching sessions
Basics of investing (general guidance, no investment advice)
Asset allocation principles based on goals
Tax-efficient saving strategies
One month of email support
💡 Potential Topics Covered:
How to start investing (stocks, index funds, real estate, etc.)
Retirement accounts (401(k), IRA, Roth IRA) and how to maximize them
Compound interest and long-term investing strategies
Understanding risk tolerance and asset allocation
Tax-efficient investing (how to minimize tax liability)
💰 Price: $599
