Sunday Planning- Financial Planning for Women

You may be wondering “what is financial planning?” and “why do I need it?”

Financial planning is the process of determining your current financial situation, setting goals for the future, and finding ways to maximize your potential for reaching those goals.

AKA it's building a plan to follow to help you save and invest and reach your financial goals. This can be getting out of debt, buying a home, investing in the stock market, and retirement.

We are here to serve your financial planning needs. Working with women is what we do. We get how hard it is to cut through the noise and focus on you. Now is the time to bet on yourself and invest in you.

What does financial planning mean to you?? I'd love to know.

I’ve been reflecting on the end of the year. I am creating even simpler ways to work with me. This last year in business has taught me that there are so many people who just need foundational financial help. I’m making it super easy to get started right away. Whatever your circumstances I can help you build a financial foundation.

If your goals are to:
* To get out of debt
* Figure out a system for your finances
* Buy a house
* Contribute to your retirement
* Invest in your goals

Then stop waiting! Message me and I’ll show you how easy it is to get started.

Sending you all the love and prosperity this holiday season! ✨⛄️🥂🎄

Sunday Planning- Financial Planning for Women updated their phone number.

I’m in! 🙋🏻‍♀️🙋🏻‍♀️🙋🏻‍♀️🙋🏻‍♀️ What’s stopping you from changing your money story? What feels scary about it? Maybe time, energy, or feeling stuck. Work with our team today! We guide you through every step of the process. 💫Financial planning is for EVERYBODY!! And it feels so flowy and easy once you start. Lately we’ve been helping more and more divorced or recently widowed women… what an honor to change someone’s legacy! If you know someone who needs our services, let us know. We exist for women just like you.

The number one answer I get to “what do you hope to achieve?” is FREEDOM. What does freedom mean to you??

Freedom to me means choices!
✨The choice to stay home with your kids or work
✨The choice to leave a bad relationship or bad job
✨The choice to travel and take those mental health days
✨Say YES to what feels good for your life

When women have more money, we have more choices! I’m all in for that 🙋🏻‍♀️🙋🏻‍♀️🙋🏻‍♀️ What about you??!

How does this work? How do people build real wealth? 💰Either one or both of these.
1.Invest
2.Start a business

Investing allows your money to make more money. Stacks on stacks. 💁🏻‍♀️ How? Compound interest/earnings! Oooh yay.

So when the market goes up, you get a return on your initial investment, if you leave your returns invested, you EARN on your returns. This creates a compounding effect. AKA you reach your money goals faster.

Investing is SIMPLE. I’m sorry the industry has made it seem like only rich or smart people do it. If you have a retirement account, most likely you’re invested in something.

✨Need help getting started? Talk to me today for an educational approach. I teach you how to get started and what kinds of things to look out for. ✨

💫YOU ARE SO WORTH INVESTING IN

Backup plans are necessary! Say it with me…. N-e-c-e-s-s-a-r-y. 🙋🏻‍♀️

What is a backup plan?

It’s an oh eff I need to get out of here (insert whatever you like: bad relationship, this house, this job). 🏃🏽‍♀️
It’s intentionally designed for when things go south. The ups and downs of life.

It’s a will, power of attorney, medical directive, chosen & written guardianship for your children.

But it’s also a savings account! It’s an emergency fund for when something goes wrong or breaks down. It might be life insurance.

Girl, it’s freedom.

Work with someone to ensure key estate documents are in place.
Build your emergency fund. Start with setting up an automatic transfer every time you get paid.
Review your life insurance needs… especially if you have children!

Yes, it’s some work upfront but provides peace of mind! 🌟 So worth it.

What are your stressors & worries? What do you wish you could make a backup plan for? Let me know!

Who do you go to for money advice? Your parents, friends, spouse? Let me know in the comments!

Most people don’t have trusted advisors in their corner and it can be hard when questions come up. What’s a women to do?! 🤷🏻‍♀️

✨Wise friends and advisors are necessary to live a fulfilled life! First- Be your own wise friend & then hire experts to educate, guide, and lead you through the rest. You don’t have to do it alone. Work with us to build a financial plan so you can get on with your life’s work!!✨