Financial Planning

Ladies, repeat after me, I am ready to take charge of my finances and work towards my goals. 

Step 01:
Simply Call

 

Let’s have a quick chat, we wanna get to know you and your unique goals and aspirations. Are you up for a 30-minute phone call?

 

Step 02:
Let’s Get Aligned

 

Let’s set up a meeting and have a more in-depth discussion about your aspirations and your specific needs. We wanna create an actionable comprehensive plan that serves you and your objectives.

 

Step 03:
The Game Plan

 

Step 04:
Finance Check-up

 
 
 

This is the part where we get down to business! We’ll present to you the comprehensive plan we’ve created especially for you, advise you on how to actualize it, and lay out what’s next.

 

After some time we’ll check in with you and assess your growth and your experience so far! We’ll have a 1-hour meeting where we can sit down and evaluate your progress and the hurdles you’ve encountered to see if we need to make adjustments to your current plan. We’re here to listen!

FYI! You’re also entitled to 90 days of unlimited phone calls and emails with your financial planner, you can count us to always be there for you when you need help!

Let’s have a healthy discussion about finance!

Here’s what we can talk about. 

Money Mindset

 

Employee Benefits & Insurance

Budgeting & Spending

 

Investment Planning

Goal Setting

 

Retirement Planning

Buying A Home

 

Estate Planning

Perks

 

  • Complimentary access to our workshops and events

  • The loving support of a knowledgeable team that is passionate about your growth and your success