1-on-1 Roth IRA & ETF Strategy

This 30-minute 1-on-1 Zoom call is a personalized session focused on helping you build long-term, tax-free wealth using Roth IRAs and ETFs. We’ll review your current situation, clarify your goals, and create a simple, realistic investing plan tailored to you.

During the call, we can cover Roth IRA setup, ETF selection, contribution strategy, risk management, and long-term planning—without unnecessary complexity or hype. You’ll leave with clear next steps and a strategy you can confidently follow.