Personalized financial guidance sessions:
services
You know you could be doing more with your money, but with all the options available and uncertainty of who to trust, you’re stuck deciding what to take action on.
During our power-packed time together, I’ll guide you through the next best steps for your situation.
Most investors are overpaying for poor performance and getting underserved or ignored by financial advisors. People who aren’t investing are missing out on the power of compounding to grow their money. Both situations cost people thousands of dollars in fees and loss of significant growth of their accounts, ultimately leading to retiring years later than they’d otherwise be able to.
Just one hour with her is like sowing seeds to reap a rich harvest for your financial future!
- Nicole, orlando
It’s so much easier to reach your goals with an active plan and Maggie equips you with that.
- erika, orlando
When you speak with Maggie you feel like you’re speaking with a friend! It doesn’t feel robotic or like this is a job to her.
- tara, clarksville
Maggie is super approachable and relatable. She speaks from experience and expertise.
- daniela & ale, orlando
Maggie provides clear, realistic and achievable goals - organized in easy to follow charts and gives you weekly to-do's.
- meredith, boston
Financial Jumpstart Session
This is for someone who needs help establishing a solid financial foundation so they can move on to investing. If you’ve racked up debt, or haven’t been able to save, this is your opportunity to gain the support needed to improve your situation.
HERE'S WHAT WE'LL GET DONE:
→ We’ll review your current financial situation, set and prioritize financial goals, and create a plan to make progress with them.
→ We’ll establish the date you’ll be out of debt, how much interest you’ll save, and determine when you’ll reach your savings goal so you can start investing.
Book a single session
Book a 3-call package
Single Session $297
Let's go!
3-Call Package $797
Want accountability?
Before meeting Maggie, I didn’t have a retirement savings plan and felt anxious that I didn't. I had scattered accounts and little knowledge of what was happening with each. It felt out of control and disorganized. There were so many options on how and where to invest. Hiring an RIA was not necessary due to the simplicity of my financial situation.
I valued my sessions with Maggie because I wanted an educated hand to help set my retirement savings and contributions in a directed structure. Her videos online helped me understand her approach and feel comfortable with her style.
Now, my accounts are organized, and I have a greater sense of comfort in my contributions and long-term savings plan. After looking around at investment options and help, I'm glad I chose Maggie as my coach.
- Jason
- Courtney
Investing Roadmap Session
This for someone who has a chunk of cash saved and needs help getting invested or for someone who is investing on their own and wants a professional review, optimization, and strategy to ensure they’re making the most out of their situation.
Book a single session
HERE'S WHAT WE'LL GET DONE:
→ Set and prioritize retirement and pre-retirement goals
→ Decide which accounts and investments to use
→ Optimize current accounts to lower fees and increase performance
→ Consolidate old 401k accounts and reinvest them
It’s so much easier to reach your goals with an active plan and Maggie equips you with that.
- Erica
Book a 3-call package
Single Session $397
We'll address 1-2 concerns
3-Call package $997
We’ll address multiple concerns
Before meeting with Maggie, I was concerned about who would listen and guide me with my 401k retirement plan, including rolling it over and navigating all the nuances. I tried getting help, but I always felt patronized and like I wasn’t being heard. I recommend Maggie’s financial guidance sessions. She listened and was genuinely interested in helping me. I am a widow, and she understands my needs as her mom was a widow, too.
Now, after my calls with Maggie, I can rest as she helped me navigate my 401k to a digital platform. I saved several thousand dollars in investment commissions & fees (annually) by utilizing a digital advisor.
It is comforting to know Maggie is a phone call away, and I can pick her brain with my financial questions. The one thing that stood out and has helped me the most is that she ran calculations with me to see that I don’t need to be scared to spend some of my hard-earned money that I had saved over the years now that I am retired.
- Candy
My book with confidence guarantee:
The value you'll gain through our time together will be at least three times the cost or I'll happily refund you! It’s important to me that you get incredible value during our session. If I can’t reduce your fees, position you better for growth, and/or improve your financial situation in a meaningful way, I WANT to give you your money back.
Yes, I would recommend guidance with Maggie because she listens and offers sound advice that’s suitable to your financial situation. Taking this first step was definitely out of my comfort zone but she made me feel at ease with her expertise financial guidance. She showed me options that are available and the different types of paths to consider when it comes to investing.
My main financial concern prior to meeting Maggie was understanding what was happening with my retirement funds and the best allocation for me. In addition, not knowing where to even begin or what path to take when it comes to investing. I was always intimidated due to my lack of education and knowledge in finances, now I know the prospects of reallocating my retirement funds strategically for future growth.
I left with more confidence and had so many great takeaways. I can’t thank her enough for her insights and financial guidance. Thank you Maggie!
- Wellta
The feeling of being embarrassed that I don’t have my financials all together in this stage of my life kept me from seeking guidance in the past. Maggie reassured me that no matter what stage you are in life it’s okay to be where I am not everyone has their stuff together. Maggie explained that it takes a lot of courage to ask for help and I’m headed in the right direction on getting my finances back on track. I love her for that.
After meeting with Maggie my mindset changed on how to budget for my short and long term financial goals. Most importantly I felt at ease that everything will be okay because even though our sessions are over she reassured me that she will be there if I needed her and that right there is exactly what I needed. Someone who doesn’t just do their job and forget but someone who loves what they do and still comes back to make sure you’re still on track. Maggie is a such an amazing financial advisor. She definitely helped get things into perspective. She was patient and didn’t rush the session because she really wanted me to get the best out of the session.
- Courtney
Working with Maggie, I realized that I had been investing in overly risky funds that weren’t growing, and I was paying $2k/year in fees! She helped me restructure my investments into index funds and stocks, costing me only $25/year with less risk and more stable growth potential.
- Sarah
If you’re ready to take control of your investments, increase your financial confidence, reduce what you’re paying, and know you’re headed for the future you desire - you’re ready for a VIP Day!
