Elite Planning Package
Our Elite package has all the personal contact you need to get your financial future set up and moving in the right direction. There will be regular scheduled strategy sessions with multiple communication points along the way.
If your personal situation is complex or simply put - "complicated" you should consider our elite package. We work closely with you to set up a customized plan that is just as unique as you are.
We take the time to understand your special situation and never give you generic answers. You will feel empowered and confident that your needs will be addressed and planned for the future.
We work directly with you one on one. Our diverse skillsets can handle your unique needs. After taking the time to learn about your situation we will help cultivate a plan to handle your most pressing needs.
We will be available for contact (chats, texts, emails) between meetings to make sure everyone is on the same path to success.
1 on 1 Chats
Part of the planning process is also giving you the tools set yourself up for future success. Learning and adapting a Money Mindset will help you create positive new habits you can be proud of.
Our process is collaborative, supportive and constructive. Our team avoids "preachy" consultation and helps give you the skills to overcome your fears and anxieties.
At least some of them.
Money Mindset
The consultation starts from the thought that everyone is different. Your unique situation cannot be solved by a one-size-fits-all approach. You get a custom tailored solution to meet your goals.
What you will get
How do you know where you want to go without a target? We help you craft your goals to become specific, measurable, achievable, relevant & time-bound... that's right SMART goals.
Goal Setting
For those of you with an accounting background this is your personal balance sheet and income statement. For the majority of people it is simply an snapshot of your current financial situation and your budget of income & expenses.
Financial Snapshot
The term "financial plan" seems so dry and boring, it is really your Roadmap To Your Dreams! Once you have goals outlined they can be quantified and they you work towards it. You are ALWAYS going to be more successful when you are working towards something.
Start Financial Plan
Create the new you today!
You can start today
Too many people over-think the simple things. If you know you want to get your financial house in order... do it. The only thing holding you back is you!
Do not restrict your needs, your future self will be so happy you began today and the only frustration will be that you didn't start sooner. Our Athena experts are waiting for you now, they are ready to help.
Elite Planning
Sessions
Connect today to one of our seasoned professionals. They are here to help you with your unique situation to set up a framework for your future.