When I started working with Tremaine, my primary goal was to start investing and put together a more robust savings plan to conquer some financial goals. Little did I know, we would do much more than just learn how to buy stocks and save money.
I have been able to conquer within 6 months:
· Refine my existing budget for more focused financial goals
· Reviewed my overall financial health to include a review of…everything!
· Transitioned all savings to a bank that has a significantly higher interest rate
· Talked through financial fears, desires and retirement goals.
· Bought/traded my first individual stocks and mutual funds outside of a 401k
· Set a plan in place to retire on or before I turn 55
I am leaving the program feeling empowered and capable of creating the financial life I desire and deserve…. knowing that I will always have Tremaine in my corner as a resource.