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Removing the (financial) barriers to your creative spirit
The Retreats
exploring who you are outside of Excel.
Designed as a deeply personal exploration, we’ll meet for two full day retreats, one month apart.
A specially chosen, comfortable and private space near you (or online if you prefer).
Together we will discover your perspectives and preferences and get a clear picture of the state of your resources. I will guide you to insights about yourself, where you want to go, and how to get there.
At the conclusion, you will have a vision of what a rich life means to you and a comprehensive, uniquely pesonalized financial plan to back it up.
Some of our faaaaavorite 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?
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)
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:
What's stopping your true expression?
It might be stress, worries, or inhibitions. With Atelier, we'll get to the bottom of it...