Financial Planning Services
For Women Only
Hour of Power
This is a unique opportunity specifically for women. This is an hour-long power session with me, where we talk about YOUR questions, concerns, dreams and goals. This can be educational about what you currently have as well as a discussion about what you might be missing in your current situation. This is NOT a sales meeting, it is an educational and informative meeting with the only agenda being to address your needs. This meeting is for ANY woman. Married or Single, Divorced or thinking about divorce, widowed, life partner, financial savvy or not financially savvy. ANY woman can benefit from this hour of power, by gaining the knowledge and confidence of her particular situation. This is a $250 value as most financial professionals will charge you by the hour if you are not already a client. Some of the questions I help with are:
- Should I pay off my student loans or save for a house?
- What should I invest my 401k money in?
- Should I refinance my mortgage or pay it off?
- How much do I need to save each month to reach my retirement age of 67?
- Where can I find or make some extra money each month and how should I spend this or invest this?
- How do I protect myself financially in a divorce situation?
- If I divorce my spouse will I be able to afford all my bills/house or how will I provide for my kids?
- How much does Long Term Care cost and do I need to get this?
- What is this investment my broker sold me?
- I do not understand what I am invested in or why I am adding to this investment and not that one?
Financial Planning Services
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Budgeting
Budgeting is a very important skill to have, especially if you want to pursue your financial goals and live a confident life. Budgeting can help you plan how to spend your money wisely, save for emergencies and the future, and avoid debt. There are different methods and tools you can use to create and manage your budget, depending on your preferences and needs.
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Investment Services
We provide investment services that help individuals and organizations in the creation, growth, and management of their wealth. They can include a wide range of services such as portfolio management, retirement planning, tax planning, and more.
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College Savings Planning
We provide a College savings plan analysis that will offer tax advantages to individuals saving for future education costs.
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Philanthropy Planning
We provide Philanthropy planning which involves strategically organizing your charitable giving to maximize the impact of your donations. It can include determining which causes to support, setting goals, and considering the tax implications of your donations.
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Succession Planning
We provide a strategy for Succession planning to help identify and develop future leaders at your company — at all levels. It helps your organization prepare for all contingencies by preparing high-potential workers for advancement.
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Caregiving Planning
We provide Caregiving planning in order to prepare for the potential need for care services This can include identifying potential caregivers, understanding the costs associated with care, and considering the emotional and physical impact of caregiving.
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Cash Flow Management
Improving your personal cash flow management is a great way to pursue your financial goals and live a confident life. We can help you improve your personal cash flow management with a comprehensive financial analysis.
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Tax Planning
We provide a comprehensive Tax planning analysis to assess your financial situation in order to maximize tax breaks and minimize tax liabilities in a legal and efficient manner.
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Charitable Giving
Charitable giving involves voluntarily contributing money, goods, or time to help people in need, often through non-profit organizations. It not only provides crucial support to these organizations, but can also offer tax benefits to the donor.
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Retirement Planning
We provide Retirement planning to help you with your retirement income goals and the actions necessary to pursue those goals. It involves evaluating your current financial standing and creating an accumulation strategy that will help to work toward a desired retirement lifestyle.
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Estate Planning
We provide strategies to help in the management of your estate during your life and at and after death while minimizing gift, estate, generation-skipping transfer, and income tax.
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Social Security and Medicare Planning
We provide an analysis for Social Security and Medicare planning so you can understand your projected benefits, optimize the timing of benefit claims, and integrate government programs into your overall retirement and health care strategy.
the Meaning of 29:11: A Path to Financial Peace and Prosperity
Jeremiah 29:11 is a verse from the Bible that provides comfort and hope. It is often quoted to remind people of God’s long-term plans for their welfare, even when they might be facing challenges in the present.
"For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future."
This is what 29:11 Financial Planning is about. Planning for your future, but it is also about planning for today and for your legacy, maybe even for your children’s children.
At 29:11 Financial Planning we are committed to helping people find peace with their finances. Whether you have already retired or are just starting out in your first job, we want to help you be on the right path, mitigating the stress and anxiety that often surrounds money and investments.
After over 30 years working with entrepreneurs and high net worth families, I discovered that no matter how much money you have or how stable your company is – EVERYONE still worries about if they have enough or if it will last them. I have also seen many fortunes lost due to poor planning and lack of risk mitigation. And unfortunately, I have seen many women suffer financially after the loss of their spouse (divorce or death) because there was not a plan in place to protect them.
My passion and my mission is to eradicate these negative outcomes for my clients. Through exclusive, one-on-one, personal financial planning, risk mitigation and investment management strategies we strive to remove the worry around your finances no matter what the market, the government or the economy is doing.