Be the CEO of Your Finances

You’ve done the vision boards — now let’s build the bank account.

Risk Assessment Session

How much risk is right for you? In this session, we’ll explore your comfort level with investing risk, explain what that means in real life, and help you understand your personal investing style — so you can make decisions that feel aligned and stress-free.

Already started investing but not sure what you’re really holding? In this session, we’ll go over your current portfolio together and help you understand what’s working, what feels off, and how it fits with your goals.

Portfolio Assessment & Overview

Platform Overview & Walkthrough

Feeling lost on your investing app or platform? In this session, we’ll walk through it together — step by step. Whether you’re using eToro, Vanguard, Trading212, or another platform, you’ll learn what each section means and how to use it with confidence.