PROVEN PROGRAMS THAT WORK!
If you are ready to transition from financial chaos and clutter to financial independence and freedom, you have come to the right place. As a CERTIFIED FINANCIAL PLANNER™ professional, I offer a holistic approach to managing your finances. I believe that everyone has their own unique financial puzzle. Your puzzle may include things like Budgeting, Risk Planning, Education Planning and/or Retirement planning. Whatever your concerns may be, I can help you put the pieces of the puzzle together so that you can reach your HIGHEST financial goals and live the life that you desire.
Your initial Discovery Call with me is FREE. After the initial Discovery Call, I will determine which one of my financial plans will offer you the GREATEST opportunity to transition to financial freedom and independence.
Your Personal Financial Plan may include all or some of the following:
Comprehensive Financial Planning*
Realistic Goal Setting
Cash Flow Analysis and Budgeting
Developing a strategy for creating an Emergency Fund
Creating a Debt Reduction Strategy
Risk Management (Life, Disability, Long-Term Care Insurance)
Social Security Optimization
Developing an Action Plan to implement recommendations
*Comprehensive Financial Plans range from $597-$2,997 depending on the complexity of your plan.
**AMES Financial Planning offers Investment Planning services that may require a separate fee.
If you have one or two financial issues that you are working on and need One-Time or Ongoing Coaching, AMES Financial Planning has a service that is right for you. These services range from $250-$500.
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