2025 Coaching Retrospective
1x1 Coaching | Corporate Classes
Hi Followers,
Wanted to provide a summary of US Personal Finance coaching. The journey and where we are now.
Phase I (2019 - H1 2023) | Building initial credibility
As an active member of the internal personal finance community, led numerous group classes. Also sporadically did 1x1 follow-up sessions. See Testimonials here from internal members.
Phase II (H2 2023 - 2024) | Experimenting with external efforts
Conducted 1x1 coaching sessions with 10+ clients
Topics covered: Taxable Brokerage, Mega Backdoor 401k, IRA, HSA, retirement projection, BrokerageLink, RSUs
Two editions of an annual group coaching class with Pinterest. See below.
2023
2024
Phase III (2025-Present) | Formalizing external efforts
Expanding corporate classes to other companies beyond Pinterest
Happy New Year,
US Personal Finance
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