Description

This 4-12 meeting program is designed for career women in the corporate and professional space. We guide you through four to six important conversations that create financial clarity and set your financial plan in motion.

Initial Engagement

Choose your cadence.

Meet once per week or twice a month.

4-12 meetings | 3-6 months

Typically, in the first 3 meetings we cover most of the important details. Our pricing is based on the complexity of your situation, with a minimum of $3,500, and will not exceed $5,000. Factors affecting pricing include income, investment, marital status, blended families, children, and financial literacy.

Starts at: $3,500 paid in 4 or 5 installments

Click here to pay in installments

-Compensation plan and promotion review

-Understand & maximize your 401k or pension

-Real Estate Investing

-Creating additional income streams

-Financial Plan

-3 financial meetings per year