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   My selected opportunity consists of a service to individuals.

   The service I will provide will be that of financial management or oversight.  For my service I intend to not focus on only providing a product for a future retirement, but to help advise individuals along the way with making smart decisions with their finances.  I would like to help people manage and grow their wealth, but also avoid common misconceptions and pitfalls.  For instance, most people don’t consider the effect that compounding interest has on borrowing or investing money. 

a.       My service would provide a different prospective to my clients. A perspective that showcases the full amount of the vehicle purchase or home refinance and whether the purchase is a wise choice. 

b.       I plan to create a monthly membership fee to cover the cost of my services.  I could charge a tiered membership fee depending on the service that person needs.  Such as, $50, $150, or $250 dollars a month. 

c.       The lower priced membership would be for individuals that are just getting started in the work force and are relatively new to purchasing power.  The fee would also provide an annual report showing their net worth of any other managed investments.  As well as some suggested changes.

d.       The medium price would come with additional one-on-one annual counseling and quarterly reports.  The membership would also cover investment advice for up to two accounts.

e.       The maximum price would add additional one-on-one counseling sessions and advice (management) of five investment accounts.