OnRoute to Wealth
Your business is thriving. Your revenue is multiple six figures and the cash is flowing nicely.
You’ve reached the next level with your money, and now you need help to manage and grow it.
You’re an entrepreneur, a dreamer, someone with big goals.
You want your kids to graduate without student loans. You want to give back to communities you care about. You know you can be making an impact on a bigger level if you had more financial resources.
You want to take trips, try new things, and make memories with your family. You want to treat yourself without thinking twice. You want to create generational wealth so that you can set your family on a whole new financial trajectory.
Big goals aside, you’re tired of feeling stressed about money. There are so many things your money can go to, and trying to make financial decisions has your head spinning in circles.
You want to feel financially secure, like your future is covered, and you’re not going to be eating cat food in retirement.
You wish you could have been investing years ago. You can’t believe you’ve let so much time pass and you feel behind.
You feel disorganized and in need of some systems. You’re ready to finally get things set up. You don’t want to work with a
“financial advisor” who is a life insurance sales person in disguise, or a “financial planner” who only focuses on your investment accounts, and not your full financial picture.
You want someone who understands business finances and can help you plan financially in your business and your personal, as they’re so interconnected.
You’re ready to hire a financial planner who can help you manage your money, set up structure in your finances, make intentional financial decisions, and invest your business income to grow your personal wealth.
Imagine finally doing all the things in your finances you know you need to do.
You can work with a financial planner that sees you as a human, and not just as the numbers.
You can make financial decisions with ease and peace of mind.
You can show up for a session, learn about the best financial strategies for you, in a language you can understand, and collaboratively make decisions from a place of knowledge and confidence.
You can have a step by step guide on what to do to put these strategies into place. Support to ask questions without judgment.
Imagine a financial planner that leads with empathy, compassion, and support.
You can have open conversations about the good, the bad, the ugly with your finances, and be fully accepted for who you are, where you are, and encouraged that as long as you keep showing up, you will have the financial vision you desire.
You’re that confident woman whose secure, smart, disciplined, abundant, joyful, and in the flow with your money. You’re making your dream life a reality.
You’re building wealth, making an impact, and creating your legacy.
You have a financial planner, on your side, who gets you.
Hi, I’m Kristy, the financial planner for entrepreneurs!
I work with multiple six figure entrepreneurs who want to build wealth and be intentional with their money.
I’m a mom, wife, empathy, intuitive, free spirit. I’m into mindset, spirituality, moving that body, hanging with friends and family, and having new experiences in cool places.
In our work together, we will follow the 3 Step OnRoute to Wealth Roadmap
- Lay Your Foundation: Get organized and craft your vision
- Create Your Plan: Choose financial strategies that are best for you
- Work Your Plan: Put your plan into action
Planning Areas We Work On:
Forecast Future Finances
Plan For Taxes
Manage Your Cash
Enjoy Life Today
Plan For Goals
Invest to Build Wealth
Phase 1 – Lay Your Foundation
This is where we lay the groundwork.
We start by getting organized in your personal and business finances. You’ll have a clear picture of your income, expenses, assets, debt, etc.
From there, we create your financial vision. We’ll talk about your short, mid, and long term goals. We’ll get into the numbers of how much money you’ll need for your goals.
You’ll know what it’ll take to get from where you are today, to where you want to be.
Phase 2 – Create Your Plan
Looking at your full financial picture can bring up a lot. Especially for you high achievers! So we need to break it down. We’ll have 3 planning sessions to dive deep into the financial planning areas that are most important to you.
You’ll understand the gap between where you are and where you want to go. You’ll learn about the options and strategies you can use to get there. You’ll be well armed with the knowledge you need to make the financial decisions that are best for you.
Phase 3 – Work Your Plan
A plan is nothing without taking action to put it into place. That’s why we meet quarterly to Work. That. Plan.
During our quarterly meetings, we’ll review your progress, check in with where you are now, talk about goals and priorities for the next quarter, and create actionable steps to focus on for the next quarter.
This keeps you in action mode without feeling overwhelmed.
We go through these 3 phases over the period of 1 year.
Let’s Get Started
Are you interested in working with me? Excellent! Here’s how to get started.
- Click here to talk more about working together. You’ll answer a few questions so we make the most of our time together.
- We’ll chat about your money goals, what you’ve tried in the past, and what’s going to get you to the next level.
- If we’re a great fit then you’ll get all the next steps for working together.
Step 1. Click here to apply.
Step 2. Join Kristy for a financial planning chat to see if we’re a great fit.
Step 3. Receive instructions for how to get started working together.
Have questions? Email me. firstname.lastname@example.org