Are you in Financial Chaos!?!

We get it - managing finances is complicated. Overwhelming debt, unclear goals, and the absence of a plan can make anyone feel helpless.

Financial Serenity's One-Page Plan

Financial Serenity is here to provide clarity and simplicity through our One-Page Financial Plan, inspired by the wisdom of Dave Ramsey and the simplicity of Carl Richards.

1- Page Plan
A Year of life on 1 Page

Access to

to the Groupie, PLUS...

-Individual Wealth Manager

-Semi- Annual one-on-one meeting with your Wealth Manager

-Three Planned Check Ins per Year

-Quarterly Account Review

What you get:

-Goals based planning

-Why money is important to you

-Retirement & College Planning

-Coach Based Guide to Your Finances

Pricing

$1,495 Annually

1% of Assets Invested

Step 1: Lay Your Foundation

Stop sinking. Start planning.

Be Current: Make sure all bills are paid, and you stay caught up on your financial obligations.

Erase Consumer Debt: Car notes, student loans, credit cards - we aim to help you wipe these out as quickly as possible.

Why choose this path? Freedom begins when you're not enslaved by debt.

Download Budget Pack

Step 2: Build Your Safety Net

Be ready for life's curveballs.

Emergency Fund: Save 3-6 month's worth of expenses to safeguard against the unexpected.

A safety net brings peace of mind, which is priceless.

Step 3: Invest in Your Future

Secure your tomorrow, today.

Begin Investing: Once your foundation is solid, it's time to start investing for your goals.

A goal without a plan is just a wish. Turn your financial dreams into achievable goals.

Ready to Get Started?

Take control of your financial story today. Download our free resources and schedule a consultation (we call it a Strategy Session) to begin your journey toward Financial Serenity.

Get our Budget Started Pack

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Get Started Today!

Book Strategy Session

HIDDEN Home Services Team SmartVestor Pro Resources

Check the background of Financial Serenity, LLC on FINRA'S Bro kerCheck.

Or a direct link to the SEC's Investment Advisor Public Disclosure site .

There are no warranties implied.

Financial Serenity, LLC is a registered investment adviser in Burleson, TX. Financial Serenity, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Financial Serenity, LLC’s website is limited to disseminating general information about its advisory services and access to additional investment-related information, publications, and links. Accordingly, the publication of Financial Serenity, LLC's website on the Internet should not be construed by any consumer and prospective client as Financial Serenity, LLC’s solicitation to effect, or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Financial Serenity, LLC with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information about the registration status of Financial Serenity, LLC, don't hesitate to contact the state securities regulators for those states in which Financial Serenity, LLC maintains a registration filing. A copy of Financial Serenity, LLC’s current written disclosure statement discussing Financial Serenity, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Financial Serenity, LLC upon written request. Financial Serenity, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Financial Serenity, LLC’s website or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience, and all users should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Please consult a qualified financial adviser and tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through Financial Serenity and individually licensed and appointed insurance agents.