Personalized Service Perfect for Women Ages 55+
Full-Serve MINI
Get the award-winning expert guidance and a personalized financial plan built around your goals, lifestyle, and peace of mind. Perfect for women approaching retirement, couples planning together, those navigating life transitions, or anyone who wants hands-on support.
Perfect For
When you want more than numbers; you want guidance, clarity, and confidence.
55+
Women 55+
Pre-retirees and retirees ready for personalized guidance and clarity about their next chapter.
Couples
Partners who want to align their financial goals and create a plan that supports both their dreams.
Life Transitions
Navigating change? Divorce, career shifts, inheritance; we help you find stability and direction.
How It Works
Simple, clear process to get your personalized financial roadmap
1
Free Consultation
(30 minutes)
We start by understanding your goals, priorities, and what matters most to you.
2
Gather Your Details
Submit your information securely and easily. We've worked hard to minimize the information we ask for.
3
Plan Creation (60 minutes)
You'll receive your personalized financial plan — complete with your Now Money and Future Money numbers.
4
Review & Refine (60 minutes)
Together, we'll review your plan and ensure you feel confident moving forward.
What's Included
Everything you need for financial confidence
Personalized Financial Plan
Your personalized Now Money and Future Money numbers
Tailored guidance based on your goals and life stage
Action steps prioritized by impact
Expert Guidance
30-minute consultation to get to know you
60-minute plan creation session to learn concepts and create your plan
60-minute review session to walk through your plan
Peace of Mind
Satisfaction guarantee
Secure, confidential process
No ongoing fees or commitments
Ready to Get Your Money Numbers?
Join hundreds of women who now make confident money decisions with their personalized Now Money and Future Money metrics.
Personalized Service Perfect for Women Ages 55+
Your Investment:
$1,499
(One-Time)
Professional financial guidance made accessible — no ongoing fees, no upselling.
A personalized financial plan
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At least two expert consultation sessions
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Satisfaction guarantee
Let's discuss your situation and see if Full-Serve MINI is right for you
Your privacy matters.
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We take confidentiality seriously — your information is always secure and protected.