Young money is a 3-month financial coaching program. We meet every other week to work through your finances step by step. You will graduate the program with all the financial knowledge you need to take charge of your future. More importantly, you will have peace of mind, knowing how and where your money is working for you.
My goal in this program is to make stressful and confusing money topics easy to understand and clearly actionable. After identifying your financial goals, we will learn how to apply things like tax-advantaged investment vehicles, investments (stocks, bonds, CDs, real estate, etc.), healthy credit scores, and effective spending to get there. Along the way, you will develop your financial literacy and the tools to continue managing your finances as your life changes.
Let's see if this program is a good fit for you! Schedule a free consultation below.
Q: How long are appointments?
A: The first session will be two hours; every other appointment will be one hour.
Q: What is your cancellation policy?
A: First appointments can't be cancelled, but following appointments can be cancelled with 48-hour notice.
Q: Are appointments virtual or in-person?
A: If you are in the greater-Dayton area, I'd love to meet in-person at a location convenient for you. Otherwise, I will be available virtually through Zoom.
Q: I know nothing about money, is that okay?
A: No worries! We will walk through everything together. I will assign clearly actionable steps to take, so that by the end of the 3-months we can be on the right track for achieving your financial goals.
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