Description
One-on-one private online sessions (60 minutes each) via Zoom/Google Meet — fully personalized.
In-depth review and analysis of your current capital, investments, and financial goals.
Step-by-step, written capital management strategy designed to match your specific needs, including recommendations, frameworks, and next steps.
Additional templates and tools provided to implement the strategy effectively (Excel models, planning checklists).
What you will achieve:
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