Create a Financial Strategy
To Build Wealth &
Become Financially Secure
Learn how to become a confident investor and financially independent even if you’re scared of the stock market or never invested before!
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If you are looking for an investing expert that will help you create a financial strategy so you can build wealth and become financially secure, you are in the right place.
Your life before working with me
Your life after working with me
RESULTS-DRIVEN PROGRAM with silvia manent, CFA, CFP®
FINANCIAL PLANNING PROGRAM
Our financial planning process begins with defining what success means to you and identifying your goals. This includes understanding your personal priorities and tolerance for risk. We never make investment recommendations without first working with you to create a plan and portfolio to fit your needs.
We will have 6 one-hour meetings each week during our time together. We are results oriented so our goal is not to “clock in the hours” but to make sure that we create and implement a financial strategy for your life that you feel excited about, is enjoyable and can easily stick to!