Next Gen Wealth
FinFit Coaching™
Empowering the Next Generation of Wealth Builders.
Why FinFit Matters
“Wealth is only as strong as the wisdom behind it.”
At Nvestfit, we believe legacy isn’t just what you leave behind — it’s who you lift up while you're here. That’s why we offer FinFit Coaching™ — a service designed to empower young adults with the knowledge, habits, and confidence they need to build wealth with purpose.
Whether they’re just graduating, navigating their first job, managing student loans, or preparing to start a family, our coaching bridges the gap between information and implementation.
Who It’s For
- Young adults ages 18–35
- Children of existing clients
- College students and recent graduates
- Newlyweds and young families
- First-generation wealth builders
What We Cover
- Budgeting & Cash Flow (Spending Empowerment Plan™)
- Student Loans & Debt Payoff Strategies
- Building Credit the Right Way
- First-Time Investing (Brokerage, Roth IRA, 401(k), etc.)
- Navigating Job Benefits & Open Enrollment
- Insurance Basics
- Setting Goals & Financial Milestones
- Lifestyle Design & Value-Based Spending
How It Works
- One-on-one coaching (Zoom or in-person)
- Group workshops (ideal for families or organizations)
- Monthly accountability check-ins
- Online tools and digital dashboard access
Why It Starts with You
As a parent, mentor, or role model — you’ve worked hard to create opportunities. We help ensure the next generation is prepared to receive them wisely.
Let’s pass on more than just money — let’s pass on mindset.
Take the first step toward building a stronger financial future for yourself and your family.
Whether you’re ready to schedule your own FinFit Discovery Call, gift personalized coaching to a loved one, or explore our Family Legacy Programs, we’ll guide you every step of the way.
