Description: Feeling overwhelmed about starting your personal finance journey? You’re not alone. Many of our clients felt the same way before taking their first step. The Jumpstart Coaching Package is designed to provide you with clarity, confidence, and a clear plan to take control of your finances and build long-term wealth.In this 90-minute personalized session, we’ll help you set measurable goals, create a financial plan tailored to your needs, and guide you through the fundamentals of personal finance.Duration: 90 minutes Mode of Delivery: Virtual<h3>Key Features of the Package</h3>A. Goal Setting Session<ul><li>Identify your financial priorities (e.g., education, travel, homeownership).</li><li>Use the SMART goals framework to create actionable objectives.</li></ul>B. Personalized Financial Plan Development<ul><li>Build a tailored cash flow management plan, including budgeting and savings.</li><li>Develop a roadmap with timelines to achieve your specific goals.</li></ul>C. Investment Education<ul><li>Learn the basics of investment, including asset classes, risk tolerance, and diversification.</li><li>Explore suitable financial instruments like mutual funds, bonds, and ETFs (strictly for educational purposes).</li><li>Understand how these strategies align with your financial goals.</li></ul><h3>Important Disclaimer</h3>Our coaching services are for informational and educational purposes only. We do not provide personalized financial or investment advice. Our goal is to empower you with the knowledge and tools to make confident financial decisions independently.

Jumpstart Standard Coaching Package

Use this link to check calendar availability before proceeding to make paymentThe Jumpstart Premium Coaching Package for Couples is designed for a couple seeking to gain a deeper understanding of personal finance and take actionable steps toward their financial goals.This program equips couples with foundational knowledge, goal-setting techniques, and a structured plan to manage their finances effectively.Over two highly interactive sessions, we’ll collaborate to:Clarify your financial priorities.Develop tailored strategies for budgeting, saving, and retirement planning.Introduce investment concepts to support your journey toward financial independence.Duration: 2 days (Day 1 - 90 minutes; Day 2 - 90 minutes)Mode of Delivery: VirtualKey Features of the PackageA. Goal Setting Session: Identify your financial priorities, such as retirement, education, travel, or homeownership.Use the SMART goals framework to define clear, measurable objectives.B. Personalized Financial Plan DevelopmentCreate a practical cash flow management plan, including budgeting and savings strategies.Design a roadmap to achieve your specific goals with realistic timelines and milestones.C. Investment EducationLearn the investment basics, including asset classes, risk levels, and diversification.Explore suitable financial instruments such as mutual funds, bonds, and ETFs.Align financial strategies with your goals and risk tolerance (strictly educational).D. Retirement Planning Session:Estimate future retirement needs based on your desired lifestyle.Assess your current retirement savings (e.g., Tier 1, Tier 2, Tier 3, and other savings).Develop a roadmap to grow your retirement fund, including contribution strategies and educational insights into supplementary investment options.How to Get Started:Once your payment is received, you will receive a link to our onboarding form, and additional resources will be sent to you ahead of your session.Important Disclaimer: Our coaching services are for informational and educational purposes only. We do not provide personalized financial or investment advice. Any insights or strategies shared are intended to empower you to make informed decisions independently.We look forward to working with you on this exciting journey toward financial clarity and freedom!

umpstart Premium Coaching Package For Couples

Use this link to check calendar availability before proceeding to make paymentThe Jumpstart Premium Coaching Package is designed for individuals seeking to gain a deeper understanding of personal finance and take actionable steps toward their financial goals. This program equips you with foundational knowledge, goal-setting techniques, and a structured plan to manage your finances effectively. Over two highly interactive sessions, we’ll collaborate to: Clarify your financial priorities. Develop tailored strategies for budgeting, saving, and retirement planning. Introduce investment concepts to support your journey toward financial independence. Duration: 2 days (Day 1 - 90 minutes; Day 2 - 90 minutes) Mode of Delivery: Virtual Key Features of the Package A. Goal Setting Session Identify your financial priorities, such as retirement, education, travel, or homeownership. Use the SMART goals framework to define clear, measurable objectives. B. Personalized Financial Plan Development Create a practical cash flow management plan, including budgeting and savings strategies. Design a roadmap to achieve your specific goals with realistic timelines and milestones. C. Investment Education Learn the investment basics, including asset classes, risk levels, and diversification. Explore suitable financial instruments such as mutual funds, bonds, and ETFs. Align financial strategies with your goals and risk tolerance (strictly educational). D. Retirement Planning Session: Estimate future retirement needs based on your desired lifestyle. Assess your current retirement savings (e.g., Tier 1, Tier 2, Tier 3, and other savings). Develop a roadmap to grow your retirement fund, including contribution strategies and educational insights into supplementary investment options. How to Get Started: Once your payment is received, you will receive a link to our onboarding form, and additional resources will be sent to you ahead of your session. Important Disclaimer: Our coaching services are for informational and educational purposes only. We do not provide personalized financial or investment advice. Any insights or strategies shared are intended to empower you to make informed decisions independently. We look forward to working with you on this exciting journey toward financial clarity and freedom!

Investment Friends

By Investment Friend