1 million cups

1. Backstory – The how and/or How you started or pivoted?

2. Identification of Problem in the Market / Why your product/service?

The era of pensions is over

Social Security is uncertain

People are living much longer in retirement

My service attempts to bring awareness of these particular problems and change the mindset of my prospective clients

3. Intro of Product and How it provides a solution in the market?

A good number of people believe that they need a large initial investment in order to start financial planning.

4. Identification of customers & Competition – Your marketing Plan

Target market is millennials……I educate them by hosting financial planning lunch and learns/ dinner events.

In a study…most millennials find investing confusing, they need to focus on debt/student loan repayment strategies

Technology driven.…I use interactive software that allows my clients to be actively involved in financial planning by downloading planning and investment apps.

5. What is your functional or Conceptual Competitive Advantage?

· I don’t have a minimum investment amount

· I involve student loan debt in financial planning

· I offer complimentary consultations

My service offers financial planning using several platforms that allows investors to start financial planning that is affordable.

6. Identification of Problems & Next Steps / “What can the community do to help me”

· I am looking for help with social media….Algorithms?