Finance Fundamentals

1 Hour Appointment

• Review general personal finance principles
• Answer any questions you have related to personal finance, investing education, saving, and debt management

Once your order is submitted, I will reach out to you via text (or email if no phone number is provided) to schedule our appointment.

I will not offer any financial advice in the form of: retirement planning, making specific investments, or taxes. If you have needs surrounding these areas, I recommend you get in contact with a CPA and/or CFP.