FAQs
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Either one, depending on your preference! If you are local to San Antonio, we can meet in person. Otherwise, we’ll opt for video calls.
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Financial Foundations Program: You can expect five sessions, each an hour long. Sessions will start at once a week and then shift to biweekly over the course of two months. Between sessions, you’ll have actionable steps and exercises to keep you on track.
Express Consults are typically an hour long.
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Throughout coaching, we will discuss how to invest, assess your personal risk levels and investment goals, and consider different investment options that are available for your unique situation.
This is all to say that I will provide the framework you need to make an informed decision about your investment strategy.
What I won’t do: advise you to buy or sell specific investments.
I will also not recommend whether or not you should buy cryptocurrency.
These specific questions are better geared toward a financial adviser.