SERVICES
EDUCATION PROGRAM
If not now, when? Exploring ways to enrich your personal life experience or seeking out new professional opportunities without the creation of an action plan is a job half done. And without the context of setting clear and achievable financial health goals, it is promise unattainable.
Introducing: Women + Wealth Solutions Facing Facts Program.
If you’re ready to get serious about the critical and integrated areas of financial, personal and professional planning, this 5-session intensive program provides the foundation for forward action, engaging peer-group cohorts in deep-dive workshops through which they will identify life goals and professional objectives, placed within the context of financial needs assessment. Each cohort member will emerge with a bespoke Life Map and the confidence to move forward to successful action.
For more information and program availability please reach out to us by making an appointment to discuss this opportunity further for you, your friends and family and your employees
Smart Start
Smart Start: Initial years of professional and personal development.
When first setting off on this exciting next new chapter of your life, basic financial truths and concepts can be set to help you set off towards financial success in the future. Whether you’ve grown up as an aspiring entrepreneur or had never had your bank account, we are to help show you how to assess your current financials and teach you what is needed and how to execute it all given tools available to you. Set up your free consultation and let’s set off to a SMART START.
Opportunity Knocks
Opportunity Knocks: Critical Decision-making for Personal & Professional Growth
Now that you are further along in your life’s journey, a check up on how you’re doing is critical. As you grow at work and perhaps at home, new realities may need adjustments and updates to your plan. Estate planning and more diverse investment strategies may need to be addresses in an open and honest process. Set up your free consultation and let’s make sure that as OPPORTUNITY KNOCKS, we don’t miss its calling.
Full Throttle
Full Throttle: Actively Pressing forward in All Important Personal, Professional + Financial Areas
You are on the move seeing your hard work and dedication come to life in all aspects of your life. Challenges along the way and detours may have altered your focus or forced you to make some tough decisions along the way, but you’ve not lost focus of your goals and are pressing forward on all fronts. This is the time to assess your successes and make sure you are not leaving out anything. Set up your free consultation and let’s make sure that while FULL THROTTLE is being applied, nothing along the way is being left behind.
Future Proof
Future Proof: Addressing the Critical Pre-Retirement Years.
The journey has been both rewarding and at times challenging. Now, as you begin to address your wants and needs for the next phase of your life’s journey, critical decisions need to be made. Addressing the critical pre-retirement realities of your finances today, which in turn enable you to live your best life going forward. Set up your free consultation and let’s review to FUTURE PROOF your next life’s chapter.