Getting Your Feet Wet
1:1 Consultation: Your intro to financial confidence.
Reduce Financial Overwhelm With a Consultation
A 1:1 session with me is for just that: space to ask detailed and specific questions about a financial topic so that it reduces the overwhelm of your work. The goal of these sessions is to provide an access point so you’re not missing out, even if you don’t fully need any of the other services at the moment.
Individual Financial Consultation
Cost: $250 for a 60-minute session
One-on-one educational sessions on a financial topic of your choosing. Great for isolated topics such as budgeting, credit scores, understanding 401(k) offerings, or consolidating retirement plans. This service is a great fit if you’re starting to build wealth but feel unsure about certain financial topics and thrive with one-on-one support. You may not yet need a full financial plan, but you want to make informed decisions with confidence. (Note: This is an educational session only. Personalized advice is available through one of the personalized financial budgeting & analysis or full financial planning packages)
Includes:
A dedicated instructional session designed to build on your knowledge and increase your confidence in the topic.
Topics We Can Cover in a 1:1 Call
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Deciding which retirement account is best for me
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Understanding deferred compensation
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How do taxes really work?
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How to understand my credit score
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Differences between savings accounts
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Investment account options
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Maximizing retirement contributions
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Roth vs. traditional IRA’s
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Index funds / mutual funds / individual stocks- which is best for me?
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Consolidating old retirement accounts
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How does investing actually work?
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Strategies for creating a budget that works
Work with a Certified Financial Planner®
Making early, informed decisions about your money goes a very long way in anyone’s financial picture: knowledge is power. Feel better about your finances with information at your fingertips.
I can’t wait to help you!
Get your finances on track with Lenet Rivas, CFP®
There is so much financial information readily available: on social media, articles, and everywhere in your feed. Even with this information at your fingertips, most women have lingering questions about how to apply the topics to them and their situations or still need a dedicated professional.
I’m here to help with either providing a 1:1 consultation, personalized budgeting, and even full financial planning. Reach out to get the conversation started!