A personalized service for professionals and solopreneurs 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