Minding Your Money: Personal, Money Management and Investment Strategies
$15.00 (free shipping)
Schedule time to discuss concerns about your money matters. Get answers to your specific questions. Leave with strategies to move forward your financial life forward. In this 1-hour call we’ll take a deep dive into the things that concern you most. Once you sign up, you can schedule a convenient time for us to talk and you will receive information so you can be prepared to get the most out of our call.
Some areas that clients generally have concerns about include debt, divorce, retirement and achieving specific goals, but you are not limited to these areas. Cost: $250
3 Top Reasons to Schedule a Strategy Consultation with Patricia:
- Patricia has 20+ years’ experience working with clients so not only has she seen and heard most issues but she has experienced them herself.
- Patricia designs her consultation so that you work together to develop solutions. This means that if the same problem occurs in the future, you know what to do.
- This is your time. No sales. The call focuses on answering your specific questions. No cookie cutter answers here.
Get a Financial Fitness Check-Up and Score!
If it’s been a while since your last check-up, now is the perfect time to see how financially fit you are. We will take you a series of tests and then provide you with a full report and your Financial Fitness Score. Simply sign up below and we will be in touch to schedule your exam. Learn more
Basic Check-Up and Financial Fitness Score: $397
Continue to work with Patricia to to improve your Financial Fitness Score.
Basic Monthly Maintenance: $97/mo
Minding Your Money Handbook: 4 Critical Money Moves to Take Control to Create the Life You Want
Get a signed copy! Paperback: $5.00 (free shipping)