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Wealth Planning for Women is Different.

And, let’s be honest. Using words like “Wealth Planning” doesn’t make you come running, does it?

But for some reason you are called to be here and we are honoring that pull. Let’s explore these thoughts and see what we can do together.

The Servant Money Method™ is for you if:

  • You’re ready to get your s*** together financially but aren’t exactly sure how
  • You know you “make good money,” but don’t feel like you’re getting the most out of it
  • Google just isn’t doing it for you. Too much confusing, contradictory, generalized information to sift through
  • You want guidance that applies to your specific situation, not generic “advice” geared to everyone and no one at the same time
  • You want to avoid financial mistakes that could last a lifetime

Are we the right partners for you?

 

Let’s get to know each other and find your next step……..

This short questionnaire will help us determine the most appropriate “next steps.”

Upon completion, we’ll share a few ideas to consider as you determine your most appropriate “next steps.” 

We trust you’ll find it refreshingly different.

Want to learn a little more about us first?

Learn more about Ed & Melana