1-on-1 Personal Finance Coaching Program
Have you ever been sitting in front of the computer and thought… I wish I didn’t have to work today? Well if so, you are not alone. My name is Angel and I help young professionals with taking control of their finances and working toward financial independence, giving them the flexibility that they crave: to work because they want to, not because they have to.
Call Structure:
KNOW WHERE YOU ARE, PART 1
- Money beliefs & tracking net worth.
KNOW WHERE YOU ARE, PART 2
- Income, spending, values, & savings rate.
BUDGETING, EXPENSES & HAPPINESS
- Budgeting (create a gap to pay debt/invest), how to reduce expenses (while increasing happiness) & how to prioritize debt.
INVESTING, PART 1
- How investment accounts work (IRA, Roth IRA, 401(k), etc) & when to use each one (pros and cons).
FINANCIAL INDEPENDENCE & RETIRING EARLY
- Concepts, strategy, & resources.
INVESTING, PART 2
- Strategy and planning for the future you want, short and long-term passive investing, & investment vehicles (index funds, bonds, etc).
CHECK-IN CALL 1
- Q&A call 6 months after finishing the course
CHECK-IN CALL 2
- Q&A call 1 year after finishing the course