There are times in your financial journey when focused one-on-one support can really support you in moving to the next level.
You don't have to do it alone. These sessions provide an opportunity to discuss questions with INVESTERA mentors about your personal finance and investing journey. These can be be anything from "What’s the difference between a 401(k) and an IRA?" to "What's the best way to buy crypto given my situation?"
Or if you're not sure where to start, we can guide you on the steps you can take within a wealth building framework and provide tools and resources to support you.
What to expect? Before the session, you will receive an intake form that will help us understand your current financial well-being. This allows us to make the most out of our time together.
Our goal with these sessions is to share knowledge with you so that you can can be empowered to make financial and investment decisions. If you're ready to meet with an INVESTERA mentor, use the booking link below to find a time that works for you. We're here to support you with taking the next step for your financial wellbeing.
Give the gift of knowledge that keeps on giving with an INVESTERA gift card.