Women + Wealth Solutions
Facing Facts 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.
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.
Subject Matter Experts:
an individual financial counseling session with Ronit Rogoszinski, CFP, as well as
complimentary access to one advisory session, choosing from among a select group of professionals in key areas including:
Health and Wellness;
Insurance (medical, life, long-term care);
General and Specific Legal (matrimonial, trusts + estates);
Peer Group Cohorts:
Each cohort will consist of 8-12 participants, developed around life-stage elements:
Smart Start - initial years of professional and personal development;
Opportunity Knocks - critical decision-making for personal and professional growth;
Full Throttle - actively pressing forward in all important personal, professional + financial areas
Future Proof - addressing the critical pre-retirement years.
Cohort members will be paired with a selected Success Partner to further assist and ensure the development of actionable individual solutions.
Following an introductory session, each cohort will meet for an intensive weekend “retreat”, designed to maximize the workshop process and optimize results.
Individual financial counseling sessions will take place the week following the workshops; select advisor sessions will be scheduled at mutual convenience.
Pricing for the full (remote) 5-session Facing Facts program for each cohort, including 2 complimentary counseling sessions, Facing Facts workbooks and other materials:
Smart Start (<30 years-old) $750
Opportunity Knocks, Full Throttle and
Future Proof $1250