Generational Wealth Planning
My clients increasingly ask me to help the people close to them: adult children finding their financial footing, family members navigating career transitions, and loved ones who need a judgment-free place to start. I’ve had clients repeatedly tell me, ‘Monique, if I learned what you just taught me in my younger days, I would be in such a different place now.’ That’s why I created these toolkits, to give their beneficiaries a chance to learn what they wish they understood at their age.
Financial literacy shouldn't be something you stumble into through expensive mistakes. These one-on-one sessions give you the foundation you wish someone had offered years ago. We work at your pace, cover what matters to you, and build strategies that actually make sense for your life.
Emerging Adult Toolkit
The financial clarity you need to stop second-guessing and start building.
You’re earning good money, or you’re in the process of setting yourself up to do so. You know you should be doing something strategic with it. But between conflicting advice, confusing jargon, and the fear of making the wrong move, it's easier to just... wait.
This toolkit helps you move forward with confidence.
Over six personalized sessions, we'll cover everything from how investing actually works (no, it's not gambling) to making the most of your workplace benefits to building credit that works for you, not against you. You'll leave each session with clarity, not overwhelm, and a plan you can actually follow.
What's Included:
- Six one-on-one sessions via Zoom, scheduled at your pace
- Access to financial planning tools that reinforce your goals
- A comprehensive curriculum covering investing, budgeting, career strategy, workplace benefits, and credit
What You'll Walk Away With:
- A real understanding of how investing builds wealth and why it's not as risky as you think.
- A budget that supports your goals without feeling restrictive.
- The ability to make strategic career moves that increase your earning potential.
- Confidence in managing workplace benefits like matching contributions, HSAs, and vesting schedules.
- A credit strategy that stops costing you money and starts working in your favor.
- Most importantly: you'll know the why behind your financial decisions, not just the what.