Change Agent Wealth Coaching Sessions
Item Number: 239
Time Left: CLOSED
Value: $400
Online Close: Apr 19, 2024 10:00 PM PDT
Bid History: 0 bids
Description
Set yourself up for success with Change Agent Wealth Coaching's Tune Up and Transformation Session!
Includes 3 dedicated 1-hr sessions over 2-4 weeks with unlimited correspondence in between.
Foucs areas of this session include gaining a clear understanding of:
- Your net worth (assets minus liabilities) and how it's categorized, your cash flow and how it's distributed, your asset allocation and the fees you incur, and your mix of taxable and tax-advantaged accounts
You will have a clear action plan consisting of:
- Tailoring your finances to your biggest goals, both short-term and long-term, options to allocate your funds for a balance of growth and stability that matches your age and any key nuances or circumstances, a tradeoff assessment of different investment options, and a tradeoff assessment of how to better allocate your monthly cash flow.
Website: https://changeagentwealth.com/
More detail: https://changeagentwealth.com/#dedicatedcoaching
Special Instructions
By placing a bid on this item, I accept the following terms & conditions:I hereby accept the Item and understand that the PTA assumes no responsibility for the authenticity, condition, or validity of description of the Item. I understand that the value indicated for the Item is a good faith estimate of the value of the goods/services furnished. I further understand that all items are sold "as is", and that any restrictions noted related to the Item are nonnegotiable.
By purchasing this Item, I release the California State PTA, including all unit, council, and district PTAs and all of their officers, directors, members, volunteers, employees, and agents (collectively “the PTA”) and the Item donor, from any and all liability, claims, demands, actions and causes of action arising out of or related to the possession, redemption, participation in, or other use of the Item.
I am fully aware of, and assume all risks in connection with the possession, redemption, participation in, or other use of the Item.