• Exclusive Offer for Chamber Members! - Financial Planning Assessment

    Offer Valid: 05/23/2024 - 12/31/2024
    Financial Planning, Business Owner Succession Planning, Exit Planning, Retirement Planning, Life Transition, Goals Based Planning

    Exclusive Offer for Chamber Members! 

    Dear Chamber Members,

    Are you ready to take control of your financial future? As a valued member of the Chamber, I'm excited to offer you an exclusive 20% discount on our Comprehensive Financial Planning Assessment!

    What's Included:

    • 1 Hour Get Organized Meeting
    • 1 Financial Roadmap Meeting
    • Financial Roadmap with list of recommendations
    • AssetMap with financial health signals
    • Ongoing access to our Forefront Client Dashboard to monitor your finances

    Our assessment covers a wide range of financial planning events tailored to your needs, including:

    • Business Owner Succession Planning
    • Exit Planning
    • Retirement Planning
    • Life Transition Planning (e.g., inheritance, divorce, employment change)
    • Goals-Based Planning

    This is a one-time assessment, not an ongoing engagement, designed to provide you with a clear roadmap for achieving your financial goals and navigating life's transitions.

    Don't miss this opportunity to secure your financial future. Contact me today to schedule your assessment!

    This Member To Member Deal is promoted by Calabasas Chamber of Commerce.

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