Are you still searching for the perfect college graduation gift? I’m offering special financial planning packages that could make unique and practical gifts for your college grad. After all, what better gift could you get than setting your college grad up for success and a strong financial future?

The “real world” and all of the financial realities that come with it can be daunting for recent college graduates. I know that better than anyone – I just graduated from college a few years ago.

As a recent college graduate I have the unique perspective to provide your grad relevant and accessible advice, and I also have the required experience to do so as a licensed investment manager.

Gift options include:

  • Individual Financial Coaching Sessions

Together your college grad and I will discuss the financial topics relevant to their needs, including setting up a budget, saving for retirement, retirement plan options, investment plans, setting up automatic savings and investment accounts, strategies to save extra money, how to navigate the job market, and more! Each session is about an hour and I am available to meet in person, via Skype, or via phone.

Cost: $125 per session

  • The Financial Success Package

This package includes five (5) financial coaching sessions to create a customized financial plan for your college grad. Topics of discussion will be tailored to your grad’s specific needs. Each package also includes a personalized budget and personalized investment plan.

Cost: $500 per package ($125 savings)

Email me to book or for more information.


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