Wealth Wise: Essential Steps to Financial Confidence

NOTE!!! THIS IS AN ONLINE EVENT, PLEASE REGISTER HERE TO GET ACCESS TO THE ONLINE VIDEO EVENT: https://us06web.zoom.us/meeting/register/gIkaECvaSey3szHyFO--Og

Unlock the clarity and confidence you need to take control of your financial future. In this concise, action-packed session, you’ll learn how to transform overwhelming “what-ifs” into a clear roadmap and actionable steps. Here’s what we’ll cover:

1. Build a Strong Foundation for your future

• Identify the right planner or firm—understand fiduciary vs. suitability standards, credentials that matter (CFP®, CFA, CPA/PFS, CPWA), and transparent fee structures.
• Discuss what essential documents and data you will need for the plan—pay stubs, account statements, insurance policies, tax returns, and estate documents—so you can enter each conversation fully prepared.

2. Define, Clarify and Prioritize Goals

• We will explore how to craft SMART objectives (Specific, Measurable, Achievable, Relevant, Time-bound) tied to your real-life milestones (e.g., emergency fund, home purchase, children’s education, retirement).
• Categorize goals by time horizon—short (0–2 years), medium (3–7 years), and long (8+ years)—and rank them by “must-have” vs. “nice-to-have.”

3. The key to action and results-Implement with Discipline and Flexibility

• We will provide details on how to translate each goal into concrete, date-driven tasks (automated savings, account setup, beneficiary reviews, quarterly rebalances).
•We will consider ways to stay accountable, such as assigning responsibility, scheduling regular check-ins, and using dashboards or apps to monitor progress. We will also build buffers and contingency plans, so you stay on track, even when life shifts.

Throughout the webinar, we’ll show you how these three steps create a dynamic, living plan—eliminating guesswork, reducing stress, and giving you confidence in every financial decision.

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Call to Action

Ready to gain clarity and move forward with confidence? Register now for our free webinar and walk away with a practical roadmap you can start using immediately.

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Can’t wait to dive deeper? Schedule your complimentary discovery session today to get one‐on‐one guidance tailored to your exact situation.

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