The Young Investor Leadership Program
The Young Investor Leadership Program is designed to engage the up-and-coming executive in a 3-5 year plan that organizes their entire financial life and moves them down the path of pursuing true wealth.
We will outline a plan for you and begin helping you move forward with tangible steps and periodic check-ups.
We will guide you through the following steps:
- Create an individual financial plan
- Strive to align your life and financial goals
- Walk with you through the steps of financial freedom
- Give you tangible steps to work towards your goals
One time up-front cost of $250.
Please use the schedule meeting button on the right, or call our office at 479-878-8126 to schedule your initial consultation.