Compassionate Strategies LLC

Capabilities

Compassionate Strategies provides several services. Our primary focus is financial education. A few of our services: 1. Escape Your 9 to 5 – we help people align their current financial habits with future goals to quit their job and work for themselves. a. In your one-on-one session, you will: i. Review the Quitting Checklist ii. Begin building a current and future budget iii. Identify your optimal “Quitting” Date iv. Create a quitting preparation strategy 2. Stock Market Starter – for those interested in the stock market that don’t know where to begin. a. In your one-on-one session, you will learn how to do five things: b. Build a stock market watch list c. Identify ideal times to purchase stocks d. Determine your exit strategy e. Create your trade account f. Complete an order (optional) Additional financial education options available.