Investing in Businesses

Number of sessions : 5

Objectives : 

1. Understand the client’s financial situation, goals, and values.
2. Conduct an in-depth financial assessment to determine the client’s current assets, liabilities, income, expenses, and long-term financial aspirations.
3. Align the client’s investments with their values and purpose
4. Create a personalized investment strategy that includes a mix of assets, such as stocks, bonds, real estate, and impact investments, tailored to the client’s risk tolerance and goals.
5. Continuously monitor and optimize the investment portfolio.