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Financially Wise, Inc. 

8391 Beverly Blvd. #375

Los Angeles, CA 90048

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323.852.3182 Phone

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Recent Posts

July 17, 2019

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Financial Planning Demystified

Consumer use of financial advisors has increased significantly in the last five years from 28 percent in 2010 to 40 percent in 2015.*

 

It thrills me to know more peeps are getting on the "Money Love" bandwagon and I don't want YOU to be left behind.

 

The biggest roadblock to financial abundance is never getting started.

 

I cannot stress enough that just by putting momentum into getting started, new vistas will open up for you.

 

Most of us, at one point or another, have thought... I really need to get my financial life together or take it to the next level.

 

And then you stop dead in your tracks because you don't know what next step to take or who to trust to take that next step for you.

 

No matter where you are at in your financial journey, it good to always keep mastering the skill of money love.

 

This episode will demystify what the whole financial planning process is all about. You’ll learn the 5 simple steps you will go through when working with a financial planner. 

 

Now I’d love to hear from you!

 

What is that one thought or fear that is holding you back from getting started?

 

Is it time? Thinking you don’t have enough income to get started? That you think it can wait?

 

Be sure to share in the comments below because often when you reveal your fears they don’t have as much of a hold on you.

 

And sometimes having a friend to walk through any residual questions is just what you need.

 

Go here to sign up for a discovery session.


I challenge you to take the leap into your ideal financial vision!

 

To your wealthy life,

 

 

 

 

 

 

 

*(Source: http://www.cfp.net/news-events/latest-news/2015/09/24/survey-americans-use-of-financial-advisors-cfp-professionals-rises-agree-advice-should-be-in-their-best-interest)

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