Holistic Financial Planning
A holistic financial planning session to cover all areas of your finances and give you peace of mind
Service Description
Perhaps you have multiple financial areas you want to navigate or your finances are in flux because of a career or life change; get the peace of mind you deserve with a holistic financial planning session. We'll dive into your current financial situation and prioritize the actions and steps to take next. WHAT TO EXPECT Before the session: A complimentary session to understand your needs and concerns. During the session: In-depth discussion to ensure all your concerns are resolved and a robust plan that meets your needs is developed. After the session: Complimentary check-ins by email for the first month to answer questions and ensure smooth implementation of your personalized roadmap. Optional: annual roadmap review (see Roadmap Review service).
Contact Details
ramat@thefiwoman.com