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A focused 60 minute one-on-one coaching session designed to help you understand the fundamentals of saving and 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)
Education on different savings account options (traditional savings, high-yield savings, purpose-based savings)
Educational guidance on signing up for financial platforms
Creating a step-by-step plan for building consistent saving and 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.
A focused 60 minute one-on-one coaching session designed to help you understand the fundamentals of saving and 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)
Education on different savings account options (traditional savings, high-yield savings, purpose-based savings)
Educational guidance on signing up for financial platforms
Creating a step-by-step plan for building consistent saving and 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.