Financial Roadmap

Your Customized Financial Plan

Are you ready to take control of your financial future? Imagine having a clear, tailored financial plan designed specifically for you. No more relying on unreliable Google searches or confusing YouTube videos. It's time to elevate your financial game with the guidance of a Certified Financial Planner (CFP®).

We are currently closed for the holidays and expect to have availability beginning January 8, 2024. You can check back at that time or shoot us an email at client@worth-winning.com and we can reach out when the calendar is open for booking.

Why You NEED a Financial Roadmap

I bet you're awesome at a lot of things but money might not be one of them. Generic financial advice can only take you so far. What you truly need is a personalized plan that aligns with your unique goals, and that's where a Financial Roadmap comes in.

Your Investment: 1% of  annual income based on total income reported on line 9 of your 1040
(Minimum $1,980)

The Benefits of a Financial Roadmap

Guidance of a Financial Expert

There are many financial plan templates and budgeting apps available, but you've tried it on your own and know that it's time to work with someone who knows the answers to your questions. Instead of having to fill in the blanks, I'll put my education, certifications, and years of experience to work to guide you on how to achieve your financial goals.  

Customized Plan Just For You!

Before I create your Financial Roadmap, I'll spend time getting to know you, your current finances, and your future goals. I'm not creating a plan to tell you what you should do based on some arbitrary goal—we're working together to figure out the best way to help you achieve what you want in life and sleep in peace, not having to worry about what your financial future looks like.

Customized Plan Just For You!

Actionable Steps You Can Follow

After your call, you'll receive a comprehensive document summarizing everything we covered during our session. You'll also receive a list of clear, actionable steps you can take to move forward with confidence. My goal is to ensure that you leave the call financially empowered.

Here's How It Works

  • Prior to first meeting: You'll upload your financial documents to a secure portal to provide me with a comprehensive overview of your current financial situation.
  • Meeting #1: In a 90-minute session, we'll go over your financial objectives, optimize your cash flow, and create a budget that aligns with your goals. We'll also discuss strategies to eliminate any outstanding debt you may have.
  • Between Meetings: I will meticulously analyze your financial documents to create a fully customized financial plan, complete with recommendations and actionable steps.
  • Meeting #2: During this meeting, I'll present the personalized financial plan I've crafted for you. I'll walk you through my findings and recommendations, ensuring you understand the path forward. In addition to what we covered in our first meeting, we'll bring it altogether with recommendations for taxes, investments, retirement, estate planning, and insurance. 

Going Forward: With your customized financial plan in hand, you'll have all the tools and guidance you need to confidently work toward creating a financial future that aligns with your values. 

Don't leave your financial future to chance or random Google searches! Start your  Financial Roadmap today, and take the first step towards financial success and peace of mind. 

📞 It's time to make your money work for you!

Who is a Financial Roadmap Right For?

Are you wondering if a Financial Roadmap is right for you?

  • You've tried to create a plan for yourself in the past and feel like you always fail to stick with it.
  • You're not ready to work with a financial planner on an ongoing basis, but need someone to point you in the right direction.
  • You're ready to make financial changes in your life and want a plan to follow that will get you where you want to go. 

If you're tired of trying to change your financial situation on your own and constantly wondering if you're getting it "right," then a Financial Roadmap is right for you.

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