1010 South Oneida Street
Source: March 2021 UBS.com report “Women’s Wealth 2030 , Page 4
Source: A 2019 investor survey from ‘S&P Global’; "The (Financial) Future is Female," Page 3
Source: US Census Data, 2011
To name a few:
We are offering to meet with any woman who is feeling any of the concerns listed above.
During this meeting we will explore your fears, identify your values, clarify your goals, and document your resources. Part of our gift is to provide a written summary of this meeting. The summary will include our observations, as well as our approach to organizing and enhancing those areas of your financial life. We call this meeting the Discovery Experience.
Our goal is to provide all who go through our Discovery Experience a better understanding of their financial situation, knowledge of the opportunities to enhance their situation, and a roadmap of how to get started.
Are you ready to accept this gift?Click the link below to schedule your own Discovery Experience!