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Financial Planning for
Professional Millennial Women

Need a one sentence subheader here. - Chloe

 

Will need some type of paragraph form of statement here. By the time this launches, maybe testimonials will be the better option since this also seems to be a higher end service offering. - Chloe

There are two ways we can work together in a financial planning capacity.

One-Time Plan

One-time financial plans are best for Women who need guidance on a single financial goal.

 

During our engagement, we’ll dive into your account activity from the past three months and review your spending plan to understand your income, spending, and savings habits.

 

From there, we’ll help you develop an actionable plan that:

  • Outlines the decisions you need to make to reach your goal

  • Describes how to implement those decisions

  • Clarifies why and how those decisions will help you make progress

 

And as a bonus, we provide 2 15-minute check-ins down the road to review your progress and keep you accountable to the plan we create together.

A ONE-TIME INVESTMENT:

1% of annual income
based on 7b of your last tax return ($1,500 minimum)

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QUOTE SOURCE

Ongoing Support + Investment Management

A financial plan works best with ongoing support and an accompanying investment management strategy.

 

This is because financial plans are living documents.

 

Your circumstances change. Your goals and priorities may change. And try as we might, there is no predicting the future.

 

Ongoing financial planning increases the likelihood that you’ll continue making progress toward your goals no matter what life throws your way.

A ONE-TIME INVESTMENT:

2% of annual income
based on 7b of your last tax return ($3,500 minimum)

Subheader or simple statement here.

Will need some type of paragraph form of statement here. By the time this launches, maybe testimonials will be the better option since this also seems to be a higher end service offering. - Chloe

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