Personalized Wealth Plan To Help Navigate Life’s Financial Challenges
Our goal is to partner with women (and the family they love) to take the financial worry and insecurity out of life's moments Get Your Free RoadmapKeeping Track of Your Money Often Overwhelms People – Especially If Doing It Alone
Have you asked yourself questions like these:
Do I have a caring guide by my side to help me navigate the financial twists and turns of life?
Will I have enough money coming in – now and in the future – to keep enjoying my way of life?
Do I know if I’m giving Uncle Sam a “tip” by paying too much in taxes each year?
Do I have a plan in place to help make sure I won’t be a burden on my children or other family members?
How Does Your Personalized Financial Roadmap Help You?
Peace
A sense of reassurance that comes from having a well-organized financial plan.
Empowerment
The strength to advocate for your financial needs and make decisions that can benefit you and your loved ones.
Support
The confidence to navigate financial moments with trusted help by your side.
The Narrow Gate Process Can Help Lead To Your Peace, Empowerment, And Support
Step one
Schedule Your Free Call To Get To Know Each Other
Step Two
We Have A Call to Get To Know You and Learn Your Story (Including Your Goals and Concerns)
Step Three
Our Team Reviews Your Unique Story and Situation and Prepares Your Free Personalized Financial Roadmap
Have You Prepared For Life’s Uncertain Moments – Especially Those You Currently Face?
Moments Like:
Retirement – Preparing Your Finances, Your Heart, and Your Mind
Paying For Children’s or Grandchildren’s Education
Starting a Foundation
Dependency (taking care of parents, children)
Death (parents, spouse)
Disability
Your Education
Life brings change. These moments – even when you expect them – can feel like a lot to handle.
Have you prepared for what’s next?
We’re here to offer guidance for what’s around the corner.
We share ideas and tips to help you feel more prepared.
We invite you to subscribe to receive new articles and videos when we publish them. This information can assist you in making educated choices about your money.
DO YOU HAVE A QUESTION OR WANT TO GET IN TOUCH WITH US?
Please give us a call: (949) 649-6263
Send us an email: [email protected]
Submit your questions or comments using the form. We will respond to you as promptly as possible.