This may be a good fit for someone who:

• Is new to investing and wants to understand the basics before getting started.

• Wants assistance with the process of setting up an individual brokerage account and understanding how it works.

• Wants educational assistance with the process of opening a Roth IRA and understanding its general purpose and features.

• Has questions about a 401(k), including general concepts such as contributions, employer matching, investment choices, vesting, rollovers, and how workplace retirement plans operate.

• Finds financial terminology confusing or overwhelming and wants concepts explained in plain language.

• Wants to better understand stocks, ETFs, diversification, investing, and long-term wealth-building concepts.

• Wants to become more confident navigating brokerage platforms and financial accounts.

• Prefers learning one-on-one rather than through a group class.

• Has specific financial education questions and wants dedicated time to discuss them.