Coaching can help you navigate investment knowledge gaps and guide you toward better partnership with your licensed professional financial advisor.

Subscription: $100/mo. Weekly sessions.

Understanding the world of investing can feel like navigating a maze of acronyms and jargon. Terms like “wealth management, investment lineup, 401(k), 403(b), IRA, Roth IRA, etc.” often leave people feeling overwhelmed rather than empowered. At its core, wealth management simply means taking a comprehensive approach to growing and protecting your financial assets. It’s not just about picking stocks or funds—it’s about creating a strategy aligned with your unique goals, timeline, and risk tolerance.

Your workplace retirement plan—whether a 401(k) in the private sector or a 403(b) in nonprofit and educational settings—offers a powerful foundation, but the “investment lineup” these plans provide can vary dramatically in quality and cost. Many professionals accept their default investment options without understanding how these choices work within their broader financial picture. This is where education becomes crucial. Through teaching and coaching, I help you understand ‘investment lineup’ documents & prospectuses, demystify industry terminology, and build confidence in asking the right questions about your portfolios. With years of experience in the investments industry, we can create a plan that empowers you partner with your licensed professional with greater knowledge and confidence.

Bottom Line

• Weekly sessions
• $100/mo.