You’re finally taking control of your finances, and you’re ready to build a financially stable future. While you’re not ready for ongoing financial planning, investment advice or to really think about retirement just yet, you are ready to make sure you’re on the right path.
With all the resources out there about “how to plan for the future” and “how much you should be saving and investing,” it’s easy to get overwhelmed. Where should you start? What do you need to know?
It’s time to drown out all the noise and get some guidance from a professional. Take your financial pulse and walk away with a full report on what you’re doing well and what you can work on next with your money…
with a Financial Health Check.
You’ve tried piecing together advice online but you are still stuck. Every article seems to conflict with the last one, and even when you find one that you understand, you doubt whether it applies to your situation or not.
You’re tired of wasting time, money, and energy on methods that give you zero results. Despite your efforts, you still can’t seem to work out what takes priority, leaving you in a constant cycle of starting from scratch.
You simply cannot handle the workload of cross-referencing advice and implementation. You’re tired of procrastinating something you know you don’t want to do. You don’t have time and you just want to make sure you get it right.
You’re realizing that you just can’t hold yourself accountable. No matter how much you want to take the reigns, your fear and overwhelm keep you from making progress…or even beginning.
Let’s be real: Money and finances have changed. You’ve lived through a “once-in-a-lifetime” recession, a pandemic, exorbitant home prices and now high inflation and interest rates. All these events affect the way our generation looks at money.
While you want to make sure you’re setting yourself up for success with your finances, you also don’t want outdated advice — or advice that you’re not ready for. You also don’t want to work with some old guy telling you that you’re doing something wrong, or hear from a money blogger that you need to invest in this or that magic investment if you ever want to retire.
You want to know where you’re currently succeeding with your finances, where you need help, and what you can do to move forward with confidence. That’s what our Financial Health Check is for.
A custom status report on your current financial status so you know where you’re starting.
Recommendations on saving, investing, and next steps to help you see where you’re going.
A clear checklist to help you boost your current financial health and work toward future goals.
We take processes seriously around here, and this Financial Health Check is no different. Working with a professional will give you the advice you so desperately want and need, but because we are professionals, we can’t provide our advice until we enter into an official consulting agreement.
We’ll need to collect some important information from you up-front so we can define the engagement & give you our disclosures before getting started.
I know this sounds intimidating, but it is standard procedure for professionals. Should you have any question or need any clarifications, we’ll be at the ready to guide you through the process.
We need specific data from you in order to create a planning & consulting agreement and to deliver our disclosures to make this engagement official.
Once we collect the above information, we’ll send you a planning/consulting agreement and an invoice for you to pay in order for us to get started on data collection.
Once payment is received, another email will be sent to you to collect your financial information so we can dig deep into your situation in order to give customized recommendations.
As soon as we finish collecting your data, we get busy on your Financial Health Check! We will then meet over Zoom and deliver your recommendations, followed by a comprehensive recap email.
Imagine if it were possible. Imagine what it will feel like when you receive customized recommendations on what to prioritize, what types of accounts to set up, how much you should be contributing in each account and how to invest it. You’ll have your savings automated and investments working for you and your goals in the background of your life. No more stress, overwhelm or procrastination!
No more guessing or worrying about what direction you’re headed in. You’ll have a clear path to work towards your goals.
Don’t put your financial health off any longer. Get your Financial Health Check now for just $799.
Normally, this kind of custom report with a financial advisor or CERTIFIED FINANCIAL PLANNER™ would cost at least $1,499, but we’re offering this in-depth report for just $799.
Why? Because we know that the earliest steps in your journey are often the most valuable. Taking the right steps from the get-go can help set you up for financial success for the rest of your life.
Hey girl! So I am so obsessed with all of the information you post and I am curious if you offer kind of a financial health check and evaluation? I feel like I have full line of sight on my finances but I’m not sure if I’m paying off my debts efficiently, and I have set a budget but I am blind to see where I could be saving more. Help!
– ERIN
What should I do with my “saving to buy a house” money? I currently have it in a high yield savings account but wonder if I should invest a portion of it. My husband and I are ready to buy, also talk about possibly moving to another state within the next few years. I really feel like I need to talk out my options with a professional.
– LAURA
I am terrified of the stock market, but I also know that I need to put some of my cash to work. Right?! I don’t even know where to start and my 401(k) stresses me out. I hate to admit this, but I need a bit of hand-holding to make sure I don’t make any big mistakes that I’ll regret in the future.
– ALICE
And I am a CERTIFIED FINANCIAL PLANNER™ and the co-owner at GENERATION WEALTH. We want to help guide new generations as they educate themselves about wealth-building strategies. At GENERATION WEALTH, we know that “traditional” financial services may not vibe with you, your lifestyle, or your financial goals.
You need financial guidance that meets you where you are — and that is online, accessible, and simple. That’s why we created the Financial Health Check. We are a wealth management firm based in Lake Charles, LA, with a team of financial planning professionals with over 40 years of experience who intimately know the challenges and opportunities this generation faces with their money.
When you register for your Financial Health Check, you’ll get to work with an expert member of the GENERATION WEALTH team. While we are professionals in financial planning, we also know that you’re looking for guidance on where you are now and where you’re going. We’ll keep it clear and actionable, so that you feel confident about your money and your future.
Once you fill out our form here, we’ll set up your engagement documents and invoice. Then we’ll start collecting your financial data. We will create your Health Check once all the data we need is collected. From that point, we just need one week to prepare it. Then the ball is in your court to schedule the Zoom Delivery Meeting. Don’t worry though, we’ll nudge and guide you along the way to ensure it’s all done in a timely manner. Our goal is to have the engagement completed within 4 weeks.
Our recommendations are tailored to your current financial situation, questions and goals. You will receive a recording of our Zoom Delivery Meeting and a comprehensive email that sums up what we discussed and your recommendations.
If your situation changes or if you have additional questions in the future, we will have to create a new engagement and pricing, depending on your needs.
Your Financial Health Check is a one-time engagement and is meant for people who are just getting started on their wealth journey and want to ensure they are heading in the right direction. It is not intended for people who need in-depth comprehensive planning in order for us to give recommendations.
Clients of our ongoing services receive a comprehensive financial plan that is updated several times a year, and they receive any variety of investment management, retirement planning, education planning, tax planning, insurance planning and estate planning. We implement most of this planning for them. For things out of our hands, we consistently remind them to attain those documents or services. They are also encouraged to reach out to us for any decision that may affect them financially. We are their personal CFOs.
We understand that life gets super busy and that your financial life can easily fall to the wayside of your to-do list. We maintain a policy to always keep the ball in your court. We’ll check in and nudge you as needed, and even walk you through any questions about your financial data that we need.
That being said, you have 1 year to complete the data collection, and after that, the engagement will be closed.
At that time, we will send the most suitable recommendations with whatever data we have collected.
Once the invoice has been paid, there is no refund. Until that point, you are free to walk away from the agreement.
From the day you pay your invoice, you’ll have six months to enter into our ongoing services agreement without paying an up-front fee again. Depending on your needs, you can choose a fee-based or subscription-based pricing model. We will guide you to the most suitable service model.
I love connecting with you and answering your burning questions about our Financial Health Check. You can email me directly at hi@daniellenava.com to get in touch and I’ll return the favor within 48 business hours.
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Generation Wealth are separate entities from LPL Financial.
© DANIELLE NAVA | TERMS & PRIVACY POLICY