Wealth Circles (Platform) — Start Now, To Build Later

In celebration of "Financial Literacy Awareness Month" I’m inviting you to the pilot launch of Wealth Circles—an investment education and strategy program and (Platform) built specifically for business school students, graduate students, and early-career professionals.

Before you start that internship or full-time/part-time job this summer, let’s make sure you know what to do with your money—so it works for you long after the paycheck hits.

✅ You’ll Walk Away With:
✔️ Your risk profile completed

💰 A plan to fund your first brokerage or Roth IRA account this summer

📊 A tool to track your income, savings, and spending

💼 Access to industry professionals for guidance and insights

🎯 A 1-on-1 financial planning session (free!)

🫂 A connection to Wealth Circles, our peer-led accountability network

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