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Do You Know Your Financial Vital Signs?
April 3 @ 10:00 am - 11:00 am
Did you know that you can check your financial health in just a few minutes? Just like every medical professional checks a few signs of health when you walk in the door, you can easily monitor your financial health in the same amount of time. Join this free webinar to learn how to check your financial vital signs in as little as 15 minutes so you can rest assured things are still moving forward and you can stay focused on building your business.
About the Speaker
Rivka has been guiding her clients through financial transitions since 2005. As a Certified Financial Planner and Certified Divorce Financial Analyst, Rivka is adept at helping people navigate ongoing, complicated financial decisions. Rivka profoundly understands that financial resilience comes from the ability to shift direction when needed while still moving towards the goal, and builds this flexibility into her financial planning approach. With a deep respect for a person’s individual strengths and challenges, Rivka identifies sustainable opportunities for success for each client and builds strategies for them based on who they are and what works for them. The result is sustainable, successful financial strategies and clients who feel comfortable and confident in their financial decisions. There is no judgement, only a calm focus on moving forward.
Working with Rivka offers far more than an annual investment review. Rivka keeps a current, ongoing dialogue with clients, often checking in monthly or more, to keep track of all the changes and shifts in a client’s life and the financial implications. This ongoing support enables clients to receive quick responses to financial opportunities as they arise.
This flexible, informative approach to a shifting financial picture is especially valuable to business owners and people experiencing divorce as they are constantly evaluating financial decisions and need to stay especially flexible as their lives evolve.