First Share Coaching Session

Service Description

You don't have to figure out investing alone. In this hands-on working session, a personal Project Ownership® coach sits beside you while you: • Learn how brokerages differ and pick the one you want • Open your own brokerage account • Link your bank and move in your first dollars • Learn how stocks, risk, and buy orders work • Place your first buy order yourself This is financial education, not investment advice. Your coach teaches and answers questions, and never tells you what to buy. You make every decision. Your information stays private. You type your own Social Security number, passwords, and bank details directly into the brokerage. Your coach never sees them and never touches your money. Have ready: a photo ID, your phone or email for security codes, and your online banking login if you plan to add money.