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Available Online

Momentum Package — Build & Invest

For: People ready to move past survival mode and start building net worth.

1 h 30 min
250 US dollars
Zoom

Service Description

Everything in Foundation, plus: 90-minute strategy session to design an investment-ready plan (emergency fund, retirement priorities, simple taxable vs. tax-advantaged allocation). Starter investment roadmap (Roth/IRA guidance, basic index-fund allocation, dollar-cost averaging plan). Debt vs. invest decision tool tailored to your numbers. Two 30-minute follow-ups over 90 days for accountability and tweaks. Format / timing: 90-minute kickoff + two follow-ups; editable spreadsheets and checklist. Outcome: A clear, low-maintenance investment and savings plan that fits your life. Price guide: $350–$850 (one-time).

Contact Details

8032855999

5Legacyacademy@gmail.com

1743 Lynwood Dr, Lancaster, SC 29720, USA

GIVE A
Donation

​Make a meaningful impact in our community. 5 Legacy Daycare, a cherished institution that provides invaluable care and education to our children, is in need of support. Your generous donation could help ensure that their programs continue to thrive and that more children receive the nurturing environment they deserve. Your contribution would not only be a blessing to the daycare but also to the families who rely on its services. Together, we can make a lasting difference in the lives of these young ones. Thank you for considering this opportunity to support such a worthy cause.

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