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July 17, 2019

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Umm... it’s November... I know, I can’t believe it either.


As the year winds down it’s important to reflect on what worked, what didn’t, and where you need to focus your attention on in your financial life over the next few months.


To end the year strong and still be able to drink your daily lattes!


This is exactly what we uncover in my complimentary Discovery Sessions.


Don’t wait until December 31st to start looking at what you want 2018 to be. Start DREAMING now. And make it a delightful process.




Sometimes just the very act of thinking beyond your current state is what starts moving you forward.


Here are a few questions I want to ask you to get your motor running:


  1. What has gone really well in your financial life?

  2. Are you satisfied, dissatisfied, or neutral with the way you’ve spent, saved, and invested you money this year?

  3. In what area of your finances  do you wish you had a little more discipline?

  4. Do you feel you’ve spent enough time and energy reviewing and course correcting your financial plan and goals this year?

  5. If you could achieve one thing in 2018 around your money, what would it be?

  6. Do you wish you had someone to, well, tell you what to do next, help you map out a plan and make decisions for next year?


There are only 2 months left in 2017 and I want you to finish strong and start 2018 with confidence and be the financially savvy woman that you are.

Book your discovery session and let’s chat about all your money possibilities for 2018!!!












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Financially Wise, Inc. 

8391 Beverly Blvd. #375

Los Angeles, CA 90048


323.852.3182 Phone

323.852.3183 Fax

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