Work with Addie, your certified financial planner™!
I make managing your money judgement free and easier than you think!
Schedule a free chat with me!
Let’s discuss your situation and determine if we’re a good fit to work together. The main purpose of this meeting is for you to tell me what you’d like help with and what you really desire in your life.
How can I help you?
LET ME MAKE THIS EASY FOR YOU…
I am passionate about bringing financial planning to the very large segment of the population who needs it most, but can’t afford the usual costs…and can’t even qualify to work with most planners, as the minimum account size is $250,000, or more often, $500,000 or more!
Ways to Work Together
I’ve put together some options, no matter your budget…
Moneyfull re Program
This is a great starting place. Learn how to effectively manage your cash flow to reach your goals…and your life will change!
We will work together over time to get your finances in tip-top shape and make sure things stay that way as life changes happen.
Working with a financial planner is an investment in yourself with priceless returns, in terms of actual dollars and peace of mind.
I almost always find spending 'leaks' that more than cover my fees.
Long term planning equates to more future wealth!
Understanding your FINANCES + NEW HABITS =PEACE OF MIND.
I’m 46 and I wish I had known what a financial planner was in my 20’s. Not that I’m complaining but…I believe my net worth would be twice what it is.
More wealth means more freedom and choices for you in your life, and the ability to help others with your money!
MAKING YOUR BOOKS EASY… FOR THE SOLOPRENEUR WHO HATES NUMBERS!
- Do you ignore the accounting and numbers part of your business?
- Do you mix up your personal expenses in your business accounts and vice versa?
- Do you dread tax time and struggle with providing your tax preparer your numbers?
- Do you panic when it comes time to pay your estimated quarterly taxes?
- Are you saving for retirement?
LET ME BE YOUR EASY BUTTON for ALL OF THESE ISSUES!
- Basic set-up (one 2 hour session or two 1 hour sessions)
- Coming soon… my video course!
- Get organized with a proper banking system for your business
- We’ll set you up on (free!) software so your books and tax preparation is a BREEZE
- We’ll create a plan so you always have the money to pay your quarterly taxes
- You’ll have a set-it and practically forget-it system in place for the life of your business!
Add-ons (ask for pricing)
Monthly upkeep of your accounts (if you really don’t want to deal with the accounting at.all.)
The problem with trying to ‘manage’ your investment accounts on your own is that you’re probably not really managing them. Do you know what investments to choose? Do you understand your tolerance for market ups and downs, and how to navigate the volatility? And do you continuously monitor your accounts and rebalance as needed? The answers are probably no, no, no, and no. To avoid these problems, I’ve got you covered through professional investment management. I use a team who provide different strategies based on your comfort with risk. And best of all, your accounts will be intelligently rebalanced as needed.
If we determine you need life insurance and you decide to purchase an insurance product through me, I will receive a commission from these products from the insurance carrier. This is built into the cost of the insurance product and I am paid by the insurance carrier. You are welcome to get your own quotes too, and we can compare. I sometimes recommend other life insurance companies, where I may not receive a commission. My goal is always to provide unbiased advice, and to find you the best product for you at the best cost.
What if I don’t live in Denver?
You should still be in touch! Although Moneyfull is a Colorado Registered Investment Advisor, we should be able to work together virtually, wherever you are in the U.S. Please contact me for more information.