Exclusive Offer for Chamber Members! - Financial Planning Assessment

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!