When it comes to handling financial planning and wealth management, it’s all too easy to put it off until “later.”
But if you keep putting it off, you might wake up in ten years and realize that you’re not where you want to be financially — and then you’re working against the clock to catch up.
What you really want is to start making conscious decisions that allow you to take control of your financial life, but you’re not sure how to start.
What you need is a little guidance and support to make it happen.
That’s where Voice Wealth Management (Voice) comes in. Voice is a fee-based, independent financial services firm serving busy professionals, entrepreneurs, and their families with financial planning and wealth management.
When you hire Voice, you’re getting the financial guidance your family needs.
Is Voice Right for You?
Defining Your Financial Future
When you choose to work with me, you’ll benefit from a personalized approach to financial planning and wealth management that lets you define your financial and family goals based on your lifestyle and individual circumstances.
I’m here to help you with:
Debt Management
Budgeting
Cash Flow Management
Net Worth Analysis
Retirement Planning
Investment Planning
Estate Planning
Insurance Planning
Education Planning
Life Transitions: Divorce
Taking the Next Step
Voice has three different packages to choose from based on your needs.
Get Me Started
This is for those that need a push to get started on their financial journey. If you don’t know where you are, you can’t know where you’re going.
Get Me Organized
This is for those that want to start their financial journey and create a plan for the future.
Hold My Hand
This is for those that want plenty of assistance and accountability with their financial journey and want to create a solid plan for the future.
A no-obligation introductory appointment is the first step to a
personalized experience in creating your financial plan.
Not sure how financial planning can help you?
You might be wondering if financial planning can really help at your stage. The answer is—yes! Financial planning can benefit you at every stage of life. This video series will help you understand how the financial planning process works and how you can make the most of planning today for your future.