Meet Ci Aundria: Investor Ready Case Study

Client Bio and Overview:

Ci Aundria is based in California.

Scenario Faced:
Ci Aundria was a novice investor who wanted to learn the basics of investing.  She looked forward to watching her brokerage account grow for the many years she had left until retirement.

Solution that We Used to Solve the Scenario:

Ci Aundria invested her time into the Investor Ready Silver Package video, and the Buy a Stock service, which delivered the following results:

  • She learned how to set up and fund a brokerage account.
  • She learned how to calculate stock gains and losses.
  • She learned how to analyze a stock summary page.
  • She was assisted with buying a stock on her own device.

Ci Aundria’s  Feedback:

I was really interested in investing in the stock market, but I had no idea where to start. So I took one of the trainings provided by Anthony Rice. He gave me valuable advice and even walked me through my very first investment. Mr. Rice gave me the tools and confidence I needed to be an investor.

Are you seeking to get Investor Ready and build your retirement profile?

Schedule your Investor Ready strategy call.