Financial Planning To Benefit Your Future
- Jun 22, 2023
- 3 min read
Updated: Oct 3, 2023
Written by: Jessica Carper, Executive Contributor
Executive Contributors at Brainz Magazine are handpicked and invited to contribute because of their knowledge and valuable insight within their area of expertise.
Connection to money is as vital as any other relationship in our lives and how intentional we are with our money makes a significant difference.
Are you living on the edge when it comes to your finances? Has your momentum slowed down, and you are not seeing the progress you desire? Have you been spinning your wheels trying to figure out how to effectively make your money work for you only to feel even more confused and frustrated with all the information out there? You are not alone. Analysis paralysis is an enemy to progress. Every day that you are not taking action could delay you from achieving financial confidence and goals. Indecision can get in the way of our dreams. Do not let it get in the way of yours.
Prioritize your financial power
As a CFO, I unlock my clients' financial potential while making sure they always feel confident and informed. I assist my clients in managing their wealth through personalized financial planning, tax-efficient strategies, and a lot of heart. Together, we navigate the complex and emotionally charged landscape of wealth management with ease.
It is about more than crunching numbers and analyzing data –I see my clients as more than figures on a balance sheet. I consider their values, principles, and experiences to shape an approach that brings them closer to their goals.
Look at where you are today.
Your plan will help you make the most of what you already have, no matter where you are starting from, and give you a snapshot of your financial big picture.
Identify where you want to go.
Whether it is shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together a range of options to get you there.
Looking across all your goals, you will get personalized recommendations and strategies to grow your wealth. I will help you determine the right moves to make today and later. Your financial plan is based on your priorities. As those priorities change throughout your life, we will shift the financial strategies in your plan, too so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Contact us now for a consultation. 888-337-3032
Jessica Carper, Executive Contributor Brainz Magazine
I am a born leader & public figure. Several titles; Mother, CFO, Owner at Universe Beauties, Owner at Bookkeeping & Payroll Services Inc., Ms. Top Model Nation Universe 2022, Professional Model, Actress. You have a full life why not enjoy it! I have several years of experience in all aspects of the financial industry. I own Bookkeeping & Payroll Services Inc. I have helped companies going bankrupt to success and millions within 3 months. I have helped several clients with tax problems and audits with the outcome of lower tax liability. I enjoy being the CFO. I am the Top Professional Model, Actress & Pageant Queen. I own Universe Beauties, we are all about world peace & acts of kindness!
