Financial Foundations Session

Financial Foundation Session
$100 · 60 Minutes

Build your financial journey in the U.S. with guidance designed to help you build confidence and make informed decisions. This 60-minute session is created for people are new to personal finance or want a clearer understanding of how the financial system works and how to build a strong foundation.

During this session, you will receive personalized support covering key areas such as credit-building strategies, how the banking system works, an overview of retirement account options, and the basics of investing. You will also receive a budget planner to help you organize your finances and take practical next steps after the session.

This session includes:

1. Credit-building strategy
2. Banking system education
3. Retirement accounts / Kids Accounts overview
4. Investment education
5. Budget planner
6. Q&A about financial accounts and tools