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
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.
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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