A goal without a plan is just a wish. This is especially true with the financial decisions that shape our daily lives and build our futures. Many of us spend a lot of time thinking about what we want and worrying about if and when we will achieve it, but when it comes to the specific details and the challenges (both technical and emotional) of putting a plan in place, our efforts often fall far short of our intentions.
When it comes to planning, that first step - faced with a blank slate and a long list of things we know we need to do - is the hardest part. At Athena Wealth Strategies, we work with you as a guide and a partner to get from hopes and dreams to a strategy and road map so that you can understand where you're going and know you're taking the actions that lead towards where you want to be in the future.
When it comes to planning, that first step - faced with a blank slate and a long list of things we know we need to do - is the hardest part. At Athena Wealth Strategies, we work with you as a guide and a partner to get from hopes and dreams to a strategy and road map so that you can understand where you're going and know you're taking the actions that lead towards where you want to be in the future.
Services
At Athena Wealth Strategies, we consider ourselves strategists and partner with our clients to turn goals into intelligent actions. We focus not only on thorough, detailed, and objective analysis to help determine the best course of action, but also on working with our clients to understand their choices and priorities so they can feel empowered rather than intimidated when it comes to their finances.
At Athena Wealth Strategies, we offer several ways for our clients to pay us directly for our financial advice depending on their situation and needs. We offer an hourly plan for clients who have one or two limited areas of concern and would like to get our analysis or opinion.
The Right Track consultation is perfect for those who are just getting started with working and saving and who want to make sure they are setting up a sound foundation for themselves later in life.Comprehensive planning - whether for a single person or a family - addresses both the current situation and the future in detail.
The Right Track consultation is perfect for those who are just getting started with working and saving and who want to make sure they are setting up a sound foundation for themselves later in life.Comprehensive planning - whether for a single person or a family - addresses both the current situation and the future in detail.
This appointment will serve as an opportunity to discuss the more qualitative, big picture portion of your financial plan. Estimated duration 60 to 90 minutes. Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor.
Our advisors help a diverse group of clients of varying age, professions, situations, and needs. In addition, each of our advisors has experience and focused knowledge in select areas. We comprehend how your career trajectory in a hospital is often unique, both in terms of flexibility of schedule and the nature of your work and take the potential for per diem work or a gradual retirement into account in our planning.
Co-Founder Julie VanTilburg, a CERTIFIED FINANCIAL PLANNER practitioner, has over 20 years of investment management and financial planning experience. She graduated with distinction from Indiana University, earning a Finance degree and the University's Outstanding Achievement in Economics Award.
She began her career as an investment analyst at Lincoln National Corporation, making buy and sell recommendations, visiting CFOs of publicly held companies and working with other Wall Street analysts.During that phase of her career, she provided investment advice and analysis for bond portfolios valued in today's dollars in excess of $80 billion.
She began her career as an investment analyst at Lincoln National Corporation, making buy and sell recommendations, visiting CFOs of publicly held companies and working with other Wall Street analysts.During that phase of her career, she provided investment advice and analysis for bond portfolios valued in today's dollars in excess of $80 billion.
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