Personal Finance: Build Wealth & Organize Your Money

Join us for a financial planning experience designed to build wealth & make smarter investment decisions. It starts with a transformative 2-hour educational class followed by a one-to-one relationship with a dedicated financial advisor to create your own financial plan. It concludes with a step-by-step action plan to keep you on track. Take control of your finances and enroll today! 

What You Get:

- 2-Hour Educational Class
- Personal Financial Plan Designed With A Dedicated Advisor
- Ongoing Advice & Support for 12 months

2-Hour Education Class: In Person

A transformative in-person class focusing on the building blocks of your financial plan. Learn the 6-core elements of your plan and how they affect you:
1. Income Taxes: How your taxes and deductions work
2. Cash Flow: How your savings and expenses work together
3. Life Goals: Learn to identify and prioritize your goals
4. Investments: Discover what type of investor you are & how to manage risk
5. Personal Insurance: Learn how to protect your assets
6. Estate Protection: What legal documents you need and when to implement
This class is unique. Financial advice is often focused on product details and getting you to sign the bottom line. Rarely do you get an education on the consequences and benefits of your actions. This class is your chance to learn first.

Personal Financial Plan: Online With Advisor

After the class, you will work with a dedicated advisor to help create and build your financial plan. The plan identifies where you stand today and outlines a roadmap to where you want to go. The plan helps answer the following questions: 

1. Am I taking advantage of all available tax deductions?
2. Am I saving enough?
3. Am I on track to reach my goals?
4. Are my investments allocated correctly?
5. How much life insurance do I need, if any?
6. How can I pass my estate efficiently to the next generation?
Once your plan is completed you will spend time with your Advisor to review the results and make any amendments.

12-Month Ongoing Advice & Support: Phone & Email 

Once your plan is completed, you will receive an action plan outlining your next steps. During the following 12 months you can email or speak with your Advisor anytime with any questions. We here to help.

Your Opportunity  

Learn how to plan your future from an experienced financial advisor using time-tested strategies. 

My Pledge to You  

I respect your time and attendance. There will be no products sold or discussed. Simply honest advice and comprehensive financial planning.