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.


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