A focused 60 minute one-on-one coaching session designed to help you understand the fundamentals of investing, clarify your goals, and confidently take your next step.

This session includes:

• Investing fundamentals and basic risk concepts

• Education on common investment account types (401(k), Roth IRA, taxable brokerage)

• Guidance on signing up to financial platforms like Vanguard, Fidelity, etc.

• Creating a step-by-step plan for building consistent investing habits

Disclaimer:
NorthStar Guide provides financial education and coaching services only. We are not licensed financial advisors, CPAs, or attorneys. All information is for educational purposes and should not be considered personalized investment advice.