You are a smart, strong and independent woman. The financial leader in your household. But even someone as capable as you, can feel uncertain about investing and managing your finances, especially during life's most poignant transitions. Most of our clients find tremendous value in bringing their financial planning, tax preparation, and investment management under one roof so they can focus on what matters most to them.
Schedule a free, 30-minute phone or video conference with Angie. I'll hear a little more about what inspired you to reach out to me, what you are hoping to achieve and if I can help. If I think I can help, we'll schedule a second meeting in a few days and go into more detail about the value of planning as well as the cost to work together.
Schedule a free, 30-minute phone or video conference with Angie. I'll hear a little more about what inspired you to reach out to me, what you are hoping to achieve and if I can help. If I think I can help, we'll schedule a second meeting in a few days and go into more detail about the value of planning as well as the cost to work together.
Services
Avea Financial Planning is different from most financial advisory firms. That's because we do fee-only planning. We don't sell products or require you to have a million bucks before you can work with us. When I think of all the things I want out of life, it really is a very short list. I want to have a sense of gratitude and purpose, and surround myself with people I have a deep connection to, both in my personal and professional life.
Avea Financial Planning has answered them for you here as well. This financial advisor helps women and their loved ones discover their most vital goals and aspirations in life by asking questions. The financial side of life is much more than just your money. The emphasis is on LIFE.
To support your most meaningful and deeply held goals and aspirations, we help you manage your money starting with the basics, your spending, saving, investments, debt and taxes.We plan for big life events like retirement, sabbaticals, & financial independence or big purchases like real estate, college educations, yachts (just kidding, but if that's your goal, we'll work toward it).
To support your most meaningful and deeply held goals and aspirations, we help you manage your money starting with the basics, your spending, saving, investments, debt and taxes.We plan for big life events like retirement, sabbaticals, & financial independence or big purchases like real estate, college educations, yachts (just kidding, but if that's your goal, we'll work toward it).
Angie is an engaging speaker who delivers practical financial knowledge and actionable steps to help her audience, especially women, come away with a deeper focus on and strong committment to living their best financial lives.
She shares her story, experiences and journey in finding purpose through her passion of spreading the message of financial education and inspires participants to be more intentional and take greater control of their financial lives.Personal Finance topics are unlimited!
She shares her story, experiences and journey in finding purpose through her passion of spreading the message of financial education and inspires participants to be more intentional and take greater control of their financial lives.Personal Finance topics are unlimited!
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