These days, subscription boxes are all the rage – for clothing, accessories, home and healthcare, food, kids, pets… pretty much anything you can think of! And, with good reason. We like to be thought of and known. We love it when retailers make our lives easier. And, when something that was once a dreaded chore turns into a fun and exciting surprise.
Wouldn’t it be cool if you could employ a personal shopper or select a subscription box for your financial needs too? Well, guess what? You can!
One size almost never fits all, especially when it comes to your financial needs and goals. That’s why I work with a company (WFG) that offers products and services from over 221 trusted providers (like Transamerica, Nationwide, Prudential, and VOYA). My job is super fun because I get to act as your personal shopper, suggesting and helping you select plans and products that are the right fit for you.
When the individuals and families that I work with schedule a FREE consultation call, we discuss all the things that matter:
- What their financial picture currently looks like
- What their goals and aspirations are
- Which products and services are available to them
- What feels like the best fit
- What course of action makes the most sense
- How to grow and keep more of their hard-earned money
And, the best part is I do all the legwork. What’s not to love about that?!
Whether your focus is on having insurance benefits, saving for retirement, paying for college, leaving a legacy, or ensuring long-term care options, I can help!
Everyone should have the opportunity for a better financial future. That is why I am passionate about providing financial tools and strategies to real-life families and individuals. The uber-rich have some tactics we can all employ to save more money and grow our wealth, but they are not widely known.
Find out more about what a personalized plan would look like, for you, by booking a free call today.
The worst that could happen is you spend 30 minutes learning a little more about what’s available and some different ways you can invest and save some money.
The best-case scenario is that we come up with a plan you love (with an ROI of 15%) and you start growing your wealth right away, like many of my clients did last year. Come to think of it, that sounds like a win-win to me. 😉
Questions? Feel free to comment below or send me an email!
Lots of light and love,