To achieve great outcomes, you’ve got to have a plan.
Your planning needs are as unique as you are. Keep scrolling to learn about how I do Financial Planning for Woman, Financial Planning for Families and Financial Planning for Young People.
Financial Planning for Women
When it comes to financial planning for women, we are well into a new era. More than a third of American women are now the family breadwinner; I see this in my practice all the time. I help women become knowledgeable in all the areas of financial planning and support them as they cultivate greater financial engagement.
During our Financial Planning for Women sessions, we will address the topics that matter most to you.
At the end of the process, you’ll have a clearly defined and easy-to-follow roadmap to reach your goals. I’ll be right beside you as we work together to implement your plan and make updates as needed.
As a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), I’m trained in the areas of financial planning, insurance, investments, retirement plans, income tax, and estate planning.
My Financial Planning Process Is Tailored to Address Your Specific Needs.
Financial Planning for Families
Getting married, welcoming a baby, or sending a child to college are just three of life’s major events that call for careful planning. I’m here to guide you as we define an easy-to-follow roadmap to reach specific financial planning goals for your family.
It may seem overwhelming to save for college, plan for retirement, and protect your family from the unforeseen — all while enjoying the money you work hard to earn. During our sessions, we address the topics that matter most to you and work to find balance.
Family financial planning will give you the confidence to make sound decisions every day, easing your money worries while leveraging financial strategies designed to balance pleasure today with security tomorrow.
I’ll be right beside you throughout the process. As a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), I’m trained in the areas of financial planning, insurance, investments, retirement plans, income tax, and estate planning.
Financial Planning Is at the Core of My Work With Every Client
Call (713) 296-8005 or email firstname.lastname@example.org to get started
visit the Wealth Management 101 blog to learn more about Financial Planning and Personal Finance.
Financial Planning for Young People
Starting to plan, save, and invest early is one key to wealth building success. But many young people are not able to access planning services because they are HENRYs (High Earner, Not Rich Yet) and don’t have the investment assets needed to draw the interest of most Financial Advisors.
Because I value the role that planning plays in building wealth, I’ve designed an offering just for you.
Together we’ll define your goals, figure out what matters most to you, and craft a plan. At the end of the process, you will have a clearly defined path with specific actions you can take during the next 12 months. I’ll be right beside you as you implement your plan with resources, advice, and encouragement. The best part is, we can do all this work together for a flat fee. No need to open an account or have tens of thousands of dollars to invest.