ONE-ON-ONE FAMILY COACHING

Create Your Child's Legacy Plan

Your child doesn't have to wait until adulthood to begin building wealth, and you don't have to be wealthy to start preparing for their financial future.

Your two meetings:

• Meeting 1, Your Options: custodial investment accounts, 529 education savings plans, custodial Roth IRAs, and other tools, including how each works and its benefits and limitations
• Meeting 2, Your Roadmap: a realistic funding strategy around your family's goals and your written legacy roadmap with next steps

Right after checkout, you'll book your first session from your library.

Education and coaching, not financial, investment, legal, or tax advice. You make every decision.