Contact

Financially Wise, Inc. 

8391 Beverly Blvd. #375

Los Angeles, CA 90048

​​

323.852.3182 Phone

323.852.3183 Fax

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© 2019 Financially Wise, Inc. All Rights Reserved.

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FINANcIAL PLANNING

FOR BUSINESS OWNERS

Being financially wise means executing your money strategy

to grow your operation to its fullest potential. 

AREAS we'll Cover

Budgeting/Spending

Debt management

Goal setting

Buying a home

Employee benefits and insurance review

Stock options

Retirement planning

Investment planning

Tax Strategies

WHAT YOU'll
RECEIVE

Month 1: Data, Strategy & Action Session


Month 2: Phone Session Review


Month 3: Phone Session Review


Your own personalized, comprehensive and actionable financial plan.


Your own custom budgeting tool to help you track your monthly income and expenses.


Our assistance in implementing the recommendations within the financial plan.


90 days of unlimited email/phone calls with a financial planner.


Access to our online Money Class course.


Complimentary access to our workshop events.


Loving support from a knowledgeable, compassionate team who truly want to help you succeed.


*Meetings will be held virtually or in person if you live in the Los Angeles area.

GET
STARTED

Contact us today to get your questions answered. 

You deserve to live the life of your dreams, free from stress and anxiety about money. Let me show you how."

- Brittney Castro, CFP®

BOOK YOUR COMPLIMENTARY DISCOVERY SESSION