As one chapter ends, another one begins.
It is with a full heart that I write this last blog post for Hope Financial. This marks the end of a chapter, but it's also the beginning of an incredible journey that will enhance the services I can offer you.
Through my journey as a financial coach, I've had the privilege of helping families take control of their finances, stress less, and truly live more. It's been an amazing experience.
Over the past year and a half Verde Capital Management, an amazing team of financial advisors, has recognized the value of what I do. They have seen the impact and the results of clients they have referred to me and as a result, they've offered me the opportunity to join their team as their resident financial coach. It's a dream come true to be able to dedicate myself fully to something I'm so passionate about.
I would love to share a little bit about Verde and how I will fit into their organization. They focus on six key areas in regard to their services as financial advisors and planners:
Cash Management: Helping you with budgeting, savings rates, and creating an effective cash reserve strategy
Risk Management: Planning and protecting your financial well-being from unexpected events.
Investment Planning: Crafting a strategic investment plan tailored to your goals.
Tax Planning: Guiding you through a tax-efficient financial plan.
Goal Planning: Identify and plan your unique lifestyle during retirement and other milestones.
Estate Planning: Ensuring your legacy is protected and passed on according to your wishes.
The services I provide as a financial coach will continue to be a stand-alone service. If coaching clients would like, they can partner with Verde financial advisor to get a full scope of help related to their financial plan and future. To have both a financial coach and financial advisor is setting yourself up for great success!
Please continue following me on my Instagram account, where I'll continue to provide valuable insights and updates related to all things budgeting, saving, and planning. Also, keep an eye out for posts announcing my services on Verde Capital Management's website. We are working hard to seamlessly integrate my coaching services soon.
Starting in 2024, I will be posting on Verde's blog. You can sign up for my email list here.
I hope you continue on your journey with me! I can't wait to help you on your path to financial freedom!
So this is an end to Hope Financial, but not an end to your financial coach. I look forward to helping each and every one of you!
Verde Capital Management, Inc. is a federally registered investment adviser. The information, statements and opinions expressed in this material are provided for general information only, are based on data we believe to be accurate at the time of writing, and are subject to change without notice. Financial Coaching services are only provided to those with a financial coaching service agreement in place. Investment advisory services are only offered to clients or prospective clients where Verde Capital Management, Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Verde Capital Management, Inc. unless a client service agreement is in place.