Who Is It For?
Our financial literacy coaching service is perfect for individuals seeking to enhance their financial knowledge and skills, offering Silver, Gold, and Platinum packages tailored to the depth of information desired, from understanding basic financial instruments and effective budgeting tips to setting comprehensive financial goals through personalized consultations.
What is included?
- Full Financial Assessment and Planning: Two-hour extensive evaluation of financial goals, risk tolerance, and investment strategies.
- Advanced Financial Instruments Education: Comprehensive education on financial instruments, including REITS and crypto.
- Simulation Assessment: Receive a detailed simulation assessment of your finances for the chosen financial instruments.
- Saving/Spending Plan: Comprehensive development of a personalized saving and spending plan.
- Financial Independence, Retire Early (FIRE) Movement: Guidance on understanding and achieving financial independence, retire early (FIRE) goals.
How Does It Work?
- Purchase the Service: Select and purchase your desired service from our website.
- Choose Your Coach: Indicate your preference (if any) for a session with either Giulio or Enrico during the booking process.
- Schedule Confirmation: You will be contacted to confirm your preferred time slot.
- Receive Invitation: Get a video call invitation via email for one of your chosen time slots.
- Session Day: Join the video call and receive expert coaching tailored to your needs.
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