RACE TO $100K PROGRAM
This 12-month financial coaching program is designed for young professionals who want to accelerate their wealth. Space is limited to 30 motivated people. This is a personal financial planning program with monthly one-on-one calls. There will be a mix of virtual and in-person events around Metro Detroit to add a group dynamic further accelerating knowledge and results. The goal is to change the trajectory of your life. If you want to be a millionaire someday, you have to start somewhere. Savings Coach is here to help you achieve your financial dreams.
✅In-Person Kickoff Event
✅Personalized Financial Snapshot – Assess each participant’s financial starting point.
✅Investment Portfolio Setup – Establish or optimize accounts for active investment management previously reserved for the wealthy
✅Customized Financial Roadmap – Develop a tailored plan based on individual's risk tolerance, goals, and experience.
Ongoing Investment Management & Coaching Services
- Fiduciary Financial Planner – managing / advising on investments based on client's goals.
- One-On-One Financial Coaching Calls – Because your journey is personal.
- Behavioral Coaching – Establish powerful habits, limits and goals.
- Group Master Classes – Monthly in-person and virtual classes to gamify and push each other.
- Tax Prep & Planning– Annual filing of taxes.
$175 Monthly Fee - Race to $100K
If you prefer one-on-one financial planning without the group aspect, please contact us directly. We are here to help you have success!
Sign-up to learn if the Race to $100K is right for you. Upon sign-up, one of our advisors will be in contact with next steps.