Empowering Your Financial Wellness
We are passionate about working with students and adults alike on career planning, savings strategies, and ways to achieve your goals personally and professionally. With 20+ years of experience in higher education and nonprofit finance, as well as with students, we can bring our experience and ideas to enhance your life and your day-to-day living.
Let's talk about:
Developing a Financial Strategy
We specialize in crafting personalized financial strategies that align with your unique financial objectives and aspirations.
Financial independence strategies for high school and college students
Discuss strategies to empower your student to successfully navigate financial freedom and flexibility with disciplined spending and savings strategies. Our services are tailored to your individual needs or group webinars with peers.
Personalized Investment Discussion
We provide personalized services to review and optimize your investment strategies and help you work towards your financial goals.
Retirement Discussions
Plan for a secure and fulfilling retirement with Next Step Wealth. Our services are tailored to your individual needs and long-term financial aspirations as well as discussing what you would like to do with your time in retirement.
Financial Education and Resources
At Next Step Wealth, we are dedicated to providing valuable financial education and resources to empower you with the knowledge to make informed financial decisions.
Services
Available OnlineUse promo code STUDENT when you check out to get your first session for half price.
30 min
100 US dollars
30 min
100 US dollars