The Moneyfull Simple Plan
I’M THRILLED TO WELCOME YOU TO MY SITE…THANK YOU FOR BEING HERE!
I am a financial planner who does things a little differently. I work mostly with women in their working years who want to learn to change ineffective habits… and shift into wealth-building mode. And I do it in a way that is affordable for your budget. I welcome you to take a look around – and please take full advantage of all the tips and resources you’ll find here.
Check out my 3-part video series to boost your financial savvy (each one is 3 minutes or less!):
Why do I need financial planning?
Why have a spending plan?
Stop dreading and start doing
For a limited time, get the Moneyfull Simple Plan at a special, very affordable price of $250! This is $50 off the normal $300 price.
The Moneyfull Simple Plan is the perfect way to begin tending to your financial to-do list. The Moneyfull Simple Plan will drill down into your cash flow, provide you a net worth statement, and give you retirement projections… so that you’ll easily see if you are on track by doing what you’re currently doing. (Don’t understand this financial lingo? No worry, you will after our session!) We can also do a disability and life insurance needs assessment. The Simple Plan includes 30 minutes with me to go over your plan and after we talk, I’ll provide you via email a list of 3-5 “to-do’s” so you can begin to take action immediately. Easy, peasy!
Asset allocation can be added for $150 – to get your money properly invested and lined up with your tolerance for risk. 30 minutes are included to go over your asset allocation plan of action.
Please click below to set up a 15 minute free, no obligation chat to meet and see if the Moneyfull Simple Plan makes sense for you. Contact me if you have any questions at all.
Addie McHale CFP®