Wealth Wise: Key Steps Toward Financial Confidence

📍 THIS IS AN ONLINE EVENT
🎟️ Register now (for free) to get access to the live session:
https://us06web.zoom.us/meeting/register/_8Ld2dgSSSCehKbaeOdQwQ

Take charge of your financial future with clarity and confidence. This focused, action-oriented session will help you turn uncertainty into a clear plan with practical steps you can start right away.

What You’ll Learn:

• Build a Strong Foundation

Learn how to choose the right financial planner or firm, understand fiduciary vs. suitability standards, and know which credentials (CFP®, CFA, CPA/PFS, CPWA) really matter.
Discover which documents and information to prepare—pay stubs, statements, policies, tax returns, and estate paperwork—so you’re ready for productive conversations.

• Define, Clarify & Prioritize Your Goals

Explore how to set SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) that reflect your life milestones, from an emergency fund to retirement.
Organize goals by short, medium, and long term, and decide what’s essential versus “nice to have.”

• Implement with Discipline & Flexibility

Turn your goals into concrete tasks such as automated savings, account reviews, and portfolio rebalances.
Stay accountable with tools like progress dashboards, regular check-ins, and contingency plans to adjust when life changes.

By the end of this session, you’ll see how these three steps work together to create a living financial plan that eliminates guesswork, reduces stress, and builds long-term confidence.

Take the Next Step!

📌Register now for this free webinar and leave with a practical roadmap you can put into action immediately. https://us06web.zoom.us/meeting/register/_8Ld2dgSSSCehKbaeOdQwQ

Want deeper guidance? Book your complimentary discovery session for one-on-one support tailored to your needs.
📌 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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