A partnered process to navigate major life transitions, supported by comprehensive financial planning.
Using a methodical and structured program, we'll uncover limiting beliefs, dreams, ideas, and direction.
We'll couple that with a discovery of money trauma, to get a full picture of what obstacles to your dream path.
Typical Financial Topics
INVESTMENT ADVICE
How can I make my money work for me now and in the future?
CASH FLOW
How can I stabilize my cash flow so I can enjoy life now while still taking care of future me?
RETIREMENT
How can I build a foundation for financial independence?
TAXES
How can I reduce taxes to have the freedom to use these funds as I like?
ESTATE PLANNING
How can I communicate my wishes and provide peace of mind to my loved ones if I become incapacitated or pass away?
MANAGING RISK
How can I protect myself and my close ones from the unexpected?
We'll keep a close eye (or two) on your plan to make sure things are on track. If anything gets out of whack, we'll let you know! That's Maintenance Mode.
Plus:
Ready to listen to your whispers?
THE REVIEWS
ARE IN...
“
[Ginger] was an amazing listener and accommodated my unique situation.
I felt that I had a partner, and that I had someone knowledgeable and 100% aligned with my interests on my side.
(S.H., Recent Collaborator)
The core of this program involves accessing your inner wishes, desires, and whispers. We will uncover what excites you, as well as shine a light on what has held you back from pursuing this.
Our work will reveal a path that feels true to you, and allow us to design a future that is within reach.
With newfound clarity on both your money history and your dream path, we will apply expert financial planning to bring it to life.
This brings all the traditional approaches of financial planning, (such as retirement, investing, and cash flow assessment) yet with a clear focus on leveraging smart planning to realize your desired path, sustainably.
The end result: a real, actionable plan to achieving the life you truly want.
The Outcome?
A sense of self-understanding. Energy and clarity. A better relationship to money.
AND a financial plan to realistically get you to the dream path.
What Do Your Whispers Tell You?
If you're feeling stuck in the road, it can be hard to know which way to go.
A dedicated and empathic thought partner might clarify the big questions.
Each of us has a complicated and sometimes hidden relationship to money, formulated through early memories and experiences. For many of us, these imprints were traumatic, and inform our ideas and practices in adulthood.
We will work together to uncover these thought patterns, and develop healthier approaches through awareness and focus.