Schedule a complimentary 15-minute consultation
Extensive Planning $2,000
Owning a home, funding your children’s education, and preparing for retirement are substantial financial goals that often overlap. To navigate the path toward achieving these objectives, She Evolves professionals are here to assist, whether you’re planning individually or as a couple.
Collaboratively, you’ll explore various scenarios for your goals, ultimately constructing a comprehensive financial plan equipped with tailored strategies to help you attain them. Additionally, you’ll receive periodic check-ins and a full year of unrestricted email support, ensuring you have the flexibility to seek advice and adapt your strategy as life unfolds.
Individuals, couples, or families seeking an all-encompassing financial plan will find this package highly beneficial.
- You’ll provide us with information about yourself and your financial situation in advance.
- You’ll have the opportunity for two 60-minute phone conversations with the same She Evolves professional — the first to familiarize themselves with you and the second to guide you through the necessary steps.
- Following each call, you will receive a post-meeting email containing customized resources and guidance on the next actions to take.
- A customized budgeting strategy, debt reduction strategy, and/or retirement plan (as relevant).
- A full year of unrestricted email assistance.
