Investment Education (No recommendations)

What this service is

A clarity first session focused on investment education (no recommendations). The goal is a clean plan you can repeat, not a complicated spreadsheet.

What we cover

1. Your goal and timeline
2. What to track each month so you do not guess
3. A simple set of next steps based on your situation

What to bring

1. A rough income and savings picture
2. Your current accounts and what they are used for
3. Any deadlines or major purchases coming up

What you leave with

1. A one page summary of your plan
2. A tracking habit that takes minutes, not hours
3. Clear next steps

Quick FAQ

Is this advice

This is education and planning support. Product and tax specifics depend on your situation.

How long does it take

Most people get clarity in one session, then refine over time.