Wealth Wise: Unlock Confidence and Control in Your Financial Journey

📍 THIS IS AN ONLINE EVENT
🎟️ Register now (for free) to get access to the live session:
https://us06web.zoom.us/meeting/register/ebDM7nslQk2WmkxYkG1ZUA

Ready to take charge of your financial future? In this focused and interactive online session, you’ll gain the clarity, confidence, and proven strategies you need to transform uncertainty into a clear, actionable plan. Learn how to align your money with your goals and make every financial decision with purpose.

What You’ll Discover:

1. Build a Strong Financial Foundation
Understand how to choose the right advisor or firm—learn what fiduciary standards mean, which credentials matter (CFP®, CFA, CPA/PFS, CPWA), and how to spot transparent fee structures.

Discover the essential documents and data you need—such as pay stubs, account statements, and insurance policies—to create a solid planning base.

2. Define and Prioritize Your Goals
Craft SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) that reflect your personal milestones, from emergency savings to retirement dreams.

Organize your goals by time horizon—short, medium, and long term—and determine which ones are essential versus aspirational.

3. Implement with Discipline and Flexibility
Learn how to translate goals into clear, date-driven action steps—automating savings, updating beneficiaries, and maintaining accountability through progress reviews.

Build flexibility into your plan with buffers and contingencies, ensuring you stay on track even when life takes unexpected turns.
Throughout this engaging webinar, you’ll discover how these three steps form a living, adaptable plan that eliminates guesswork, reduces stress, and empowers you to make confident financial choices.

Next Steps

✔ Register today and walk away with a practical roadmap you can start applying right away.

https://us06web.zoom.us/meeting/register/ebDM7nslQk2WmkxYkG1ZUA

✔ Want personalized support? Schedule your complimentary discovery session for one-on-one guidance tailored to your goals. on love, not uncertainty.

📌 Book Your Discovery Session

Asta Sanders, Presenter and Organizer
Asta Sanders has 25 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER, an Enrolled Agent, and a Certified Private Wealth Advisor.
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