Overcoming Self - Limiting Beliefs about financial and investment planning, insurance and health insurance
Self-limiting beliefs are the assumptions or perceptions we have about ourselves and the way the world works. These assumptions are “self-limiting” because by holding on to these beliefs, we are in some way holding ourselves back from achieving our goals.
The fact is that this industry can be intimidating, the language can be confusing, this makes it difficult to find a Trusted Authority in Financial Planning. I want you to have a different experience, one that encourages you to be brave, vulnerable, and honest with yourself, because then we can create a plan that allows you to leverage all the tools available for your financial well-being.
✔ Identify and overcome self-limiting beliefs and behaviors around financial and investment planning.
✔ Gain clarity and confidence around your financial situation.
✔ Implement Financial protection in insurance and health insurance options to protect what matters most.
Please contact me if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build you plan looking at all the different aspects of your life like retirement, tax planning, as well as insurance needs.
Whenever there is any major life transition, but we're going to touch base at least once a year so we can fine tune it.