Given my finance background, I've had many non-finance friends ask for help setting up their 401Ks, getting started with investing, and general personal financial questions. I created a Powerpoint presentation to structure my thoughts and to have a sharable, basic guide for getting started. Everyone's financial situation is different, so please take all information with a grain of salt. The slides are best accompanied by a verbal dialogue (which I'm happy to have with anyone).
While I enjoy a Powerpoint presentation format to communicate information, a summary of my general tips can be summarized as:
There are many tools and products available for every stage and sophistication of individual. Finding the right tools and understanding a few basic concepts can have a long term impact. The complete presentation can be found at the 'Visit Website' button below.