Hi all. Today is the day! I am officially launching Crafted Wealth.
It's an exciting day and I want to take a moment to say thank you to all of you for the help and support you’ve shown me through this process, it’s been amazing!
Some of you may know more about what I’ve been up to than others. Let me give you a short summary of what Crafted Wealth provides and the services I have been working to bring to you! As a Fee-Only Certified Financial Planner and fiduciary, Crafted Wealth always puts our clients best interests first. We value providing honest financial advice, which seems hard to find in this world. Please take a look for yourself and share - it’s time to get the word out!
I enjoy working with my peers not only to manage wealth, but also to teach the skills to build it. It's a common misconception that you need to be extraordinarily wealthy to work with a financial professional. That's putting the cart before the horse… You need to learn how to build wealth to become wealthy.
Crafted Wealth provides a full range of services.Our services include:
- Our Get Started program teaches financial foundations. Learn how to calculate your net worth, build a budget, setup an emergency fund, and manage your debts.
- Our Hand-Crafted financial plans are our bread and butter. These are full financial planning relationships that begin with two free meetings to decide whether to work together. We explore your vision, values, goals, and big dreams and work to make them happen. This includes retirement, tax, insurance, education planning, and investment management. I’d love to hear your story and help you simplify your life.
- Our “Ask me Anything” - In honor of our launch, I’m offering an introductory special. For the first three months I'm offering a $300 - Two Hour “Ask me Anything” meeting (usually it's $500). Come to me with a list of financial planning and/or investment related questions and we will work through them one by one.
There are more details about these programs, what I do, and the services I provide on my website. www.CraftedWealthManagement.com
If you're interested in meeting with me you can schedule a meeting here.
For those of you that are interested but are not quite ready to pull the trigger, please sign up for our mailing list here.
I’ll also be blogging and am soliciting questions and topics. If you have anything you’ve always been curious about, post below!