A personalized service for professionals and small business owners designed to help you create a powerful financial plan that will empower you to confidently achieve your unique personal financial and life goals. Including guidance and support on how to successfully implement your plan, in a way that works best for you.
This services offers a unique combination of consulting and coaching support, as well as personalized recommendations and tools to support your unique financial plan and its implementation.
Financial health and well-being review
Personalized Prosperity Plan aligned with your unique values, vision and financial goals
Implementation support, including tools to manage your personal finances
Money mindset coaching
This exceeded my expectations. It empowered me beyond what I expected by making the connection of my resources and my values. I feel safer in my financial situation and future. The biggest take-away for me is that I now have all I need to make important financial decisions.