Start Investing in the Next 30 Days

Build Your Wealth

1:1 investing coaching for first-generation professionals and immigrants. Whether you want conventional or halal investing, I'll guide you step-by-step from opening your first account to building long-term wealth.

Expert Guidance

Former CPA and Berkeley Haas MBA with experience at Amazon and high-growth companies. I've been where you are—first in my family to invest.

Halal Options Available

Choose conventional index funds (VOO, VTI, SPY) or Shariah-compliant ETFs (SPUS, SPTE, HLAL). Build wealth aligned with your values.

Invest Together

Make your first investment on a live call with me. Open your Roth IRA, buy your first ETF, and set up automatic contributions—all with guidance.

Long-Term Success

Learn index fund investing, tax optimization, and portfolio building. Build generational wealth with a proven strategy—not get-rich-quick schemes.

First-Gen Focus

Understand the unique challenges of first-generation professionals and immigrants. Navigate family obligations while building your own financial future.

BEGINNER FRIENDLY - KICKSTART

$499

3 x 60-min coaching sessions. Learn how the stock market actually works, open your account, make your first investment, and set up automation. Choose conventional or halal investing.

  • 3 x 60-minute coaching sessions

  • Open Roth/Traditional IRA or 401(k)

  • First investment (live on call)

  • Conventional OR halal options

  • Personalized investment plan

⭐ MOST POPULAR - ACCELERATOR

$999

5 x 60-min sessions. Everything in Kickstart PLUS tax optimization, portfolio building, debt strategy, and 3-month support.

  • 5 x 60-minute coaching sessions

  • Tax optimization (401k, Roth, HSA)

  • Portfolio diversification strategy

  • Debt + investing integration

  • Slack/WhatsApp support + check-ins

👑 PREMIUM - ELITE TRANSFORMATION

$1,499

7 sessions + 3 monthly check-ins. Complete 3-year roadmap, salary negotiation, income acceleration, and 6 months of support.

  • 7 sessions + 3 monthly check-ins

  • 3-year wealth roadmap

  • Salary negotiation strategy

  • Income acceleration plan

  • Priority support (24hr response)

First to Wealth
Investing coaching for first-gen professionals

Not financial advice. Invest at your own risk.
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