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As a very successful woman, you know how to get things done. When it comes to your finances, it feels chaotic and unmanageable. With a high level of responsibilities and juggling of work and life, there doesn’t seem to be enough time or resources available to manage your money the way you want to.
Your relationship with money begins with your beliefs and behaviors, which drive your financial decisions. Our approach to financial planning begins there. Together we lay a strong foundation and build a roadmap to where you are going – where you are now and how you can get there.
Everything in Advanced plus:
Initial Financial Planning Fee $5,400
$449 monthly On-Going after the first year
Everything in Essential plus:
Initial Financial Planning Fee $4,400
$359 monthly On-Going after the first year
Initial Financial Planning Fee $3,600
$299 monthly On-Going after the first year
Financial planning means we provide you with comprehensive and customized directions to pursue your financial goals.
We believe money touches every area of our lives, so we start with the understanding of how your current financial behaviors and beliefs are impacting your financial life. This creates a solid foundation to build on.
With the foundation built, the strategy we create sticks. Next, we create your financial road map that starts with where you are now, where you want to go, and how you are going to get to your destination.
Our financial planning is comprehensive and customized to your life.
Build confidence, education, and strategy with our ongoing financial planning relationship. Together we create a customized financial plan that starts with cash flow, paying down debt, establishing emergency savings, and building an investment strategy. We also review insurance and estate planning.
Our complimentary 30-minute wealth assessment identifies your needs and how our services can help you.
A 90-minute deep dive into your current financial status, including all elements of your wealth.
We walk you through a financial plan and implementation. Strategy sessions are scheduled to keep you on track with your goals.
Women are changing the trajectory of their lives by taking charge of their finances.
There is a world of possibility available for you and your children when you see yourself as worthy of wealth.
You know where you are financially and how you are going to reach your goals.
Your financial roadmap works because it is customized to your life.
You are reaching your goals and are no longer overwhelmed by the complexity of your finances.
Have a question about Financial Planning?
Our team is ready to guide you every step of the way.
The material on this website was created for educational and informational purposes only and is not intended as tax, legal or investment advice. Please consult with your attorney, tax, or financial professional for guidance on your specific situation. LPL Financial does not provide tax or legal advice.
Securities and Investment Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Financial planning is offered through Forethought Planning, a Registered Investment Advisor. Forethought Planning and LPL Financial are separate entities.
Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issues for non-financial reasons, and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
