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Planing does not have to be complicated!
Financial Planning :
Initial Consultation:
This will be a 15-30 designated to assess how I can help you and determine if our services align with your needs. During this conversation, we establish the wheather we are a good fit, and determine what is necesary to get your needs analysis started.
Comprehensive Analysis
This selection is ideal for individuals seeking guidance on a specific financial concerns, such as budgeting, debt management, retirement planning, asset protection, saving for education or if you are a business owner discussing the needs for your company and/or employee benefits.
Planning Assistance $250-500 ( 0ne time fee)
Designed for those committed to making enduring improvements in their financial well-being, this option encompasses comprehensive support across various financial aspects including income, debt, budgeting, family considerations, educational expenses, and retirement planning. You will receive a personalized plan tailored to help you achieve your financial aspirations and objectives. It comprises up to two individual coaching sessions per month, supplemented by email and secure text messaging support.
Disclosure: Registered representatives offer securities through Mutual of Omaha Investor Services, Inc., Member FINRA / SIPC. Investment advisor representatives offer advisory services through Mutual of Omaha Investor Services, Inc. Mutual of Omaha Investor Services, Inc. and its representatives do not provide tax or legal advice. Consult the appropriate professional regarding your particular situation. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Bellona Financial Solutions and Mutual of Omaha Investor Services, Inc. are not affiliated.
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