Let’s Get Serious About Your Money!

Redefining Success offers a number of avenues for you to explore the relationship of your money and your life so that together we can create a more secure financial future for you. This is a future that you will champion and will allow you to make informed decisions every step of the way because Redefining Success will help find the answers you need.  Any one of these avenues are available to you to explore but we always start with…

The Discovery Session

“The Discovery Session is a hugely valuable session that will bring your great insight about your current financial situation and help you set some next steps.  No one will go away without out learning something of value!” The Discovery Session is a complimentary discussion regarding your investment, personal life strategies and aspirations.  This exercise has the potential to transform your thinking about what steps you should take to achieve your goals and objectives and redefine your financial success.   Moving forward, the Discovery Session forms the basis for our future work together based on the Vision Statement and agreed upon goals and objectives.   Learn more about the Discovery Session here.

The Discovery Session is a valuable service regardless of what happens after that. No one will go away without out learning something of value!

The Discovery Session is a complimentary discussion regarding your investment and personal life strategies and aspirations.  This exercise has the potential to transform your thinking about what steps you should take to achieve your goals and objectives and redefine your financial success.   Moving forward, the Discovery Session forms the basis for our future work together based on the Vision Statement and agreed upon goals and objectives.

Sign up for a Discovery Session below!

 

Redefining Success-Discovery Session Button

Down and Dirty Financial Plan 

Based on the outcome of the Discovery Session,   Redefining Success will refer you to our Financial Planning Team to develop your well-considered Financial Plan.  Together we create a Financial Plan that captures where you are today and where you are likely to be in the future based the current facts as we know them Yes I’d like to learn more about Financial Planning

Call Pam!

If you wish to have a no obligation chat with Pamela Johnston, give her a call at 647-253-1129!