SAVVY FINANCIAL WELLNESS - A BOUTIQUE FINANCIAL FIRM
Dream. Decide. Do.
PLAN YOUR EVOLUTION
Transform your finances.
Experience financial stress relief and the freedom to care for family while maintaining your lifestyle. Access licensed financial professionals and create a plan together.
TRANSFORM YOUR FINANCIAL PORTFOLIO
Transform your finances to secure long-term savings growth, pay for college education, and cover family home healthcare, even if you have some basic resources in place with your employer.
NOT SURE WHERE TO START?
Our financial wellness services are customized to meet the holistic needs of each client. We work collaboratively throughout the entire process and guarantee planning for measurable results.
HOW LONG DO YOU WANT TO WORK?
Many women sacrifice their standard of living because they have underestimated the finances needed in retirement. Social security is not intended to cover all we need. Partner early with a licensed financial professional to plan your work-optional and retirement lifestyle.
PROTECT YOUR FAMILY & YOUR BUSINESS
Business owners are responsible for their own financial security. You need financial solutions to support long-term financial growth, retirement, and succession planning. Plus, women and families lose income when we are unable to work or run our business due to illness. Medical debt is a leading cause of bankruptcy. Make sure you have protections in place to pay yourself and your family during unexpected times.
BUSINESS & LEADERSHIP COACHING
Accelerate with authenticity. Receive strategy and coaching to achieve your business and career goals. For agents, access support on licensing, contracting, expanding your reach, and serving the community through financial education. Help us help more driven women and moms.
WHY FINANCIAL WELLNESS MATTERS.
Freedom awaits.
According to Purdue researchers, high levels of financial stress, as with other stressors, can manifest itself through physical symptoms such as anxiety, headaches/migraines, compromised immune systems, digestive issues, high blood pressure, muscle tension, heart arrhythmia, depression and a feeling of being overwhelmed.
We carry so much responsibility as high performing women. The Savvy Team is here to help you reduce anxiety, create clear financial goals, and develop a path for personalized financial growth with safer strategies. Restore yourself with a holistic approach to personal finances.