Get Control of your Finances
- Have your life circumstances shifted your role in managing your financial assets?
- Do you know how to take the next steps on your financial journey?
- Are you ready to invest in yourself and your future in an affirming and empowering way?
An ounce of planning is worth a pound of cure. But there are some life situations that we can’t see coming. That’s when it’s important to step back and assess where you’ve been and where you’re going.
Resuming financial control of your life can be confusing and overwhelming. But, you don’t have to do it alone. We can help you get back on your feet so you can walk confidently into the next phase of your life.
Here’s how you can join other business owners who are confident about their wealth management.
1. Schedule a Conversation
Your time is valuable, and we don't want to waste it. Let's get to know each other and see if there's a fit with a complimentary, no-obligation conversation.
2. Receive a Free Competitive Analysis
You will get a comprehensive analysis to show how your business compares to your competitors.
3. Review, Track, and Monitor Progress
You will have a dedicated planner, a process designed especially for busy owners, tailor-made strategies, and a timely follow-up to keep you on track.
Get the guidance you need to navigate the financial changes in your life.
Relationships
Our team focuses on understanding your unique needs and building a long-term relationship to address them.
Specialization
We have years of experience helping women transitioning and seeking a more active role in their financial planning.
Resources
We have extensive knowledge of traditional and emerging financial tools so you have the widest range of options.
Get Financial Perspective
Change is hard. As your life circumstances shift and evolve, you may start to feel like you’re at the mercy of that change. But you don’t have to be. You have the power to not only survive but thrive. You just need to assess your situation and develop a plan for moving forward. Whatever your reason for transitioning, we can help you take control of your finances.
Identify Your Resources
As you react to a new situation, you should take a good, hard look at your life, where you’ve been, and where you’re going. This includes understanding your available resources and how you can use them to proceed. Our Lifestyle Protector Program provides you with a complete and detailed report that clearly outlines your unique situation to give you the perspective you need.
Get a Plan
Using this information, you’ll have the power to confidently make decisions on how to best execute your financial plan. Your financial plan uses real-life and projected cost scenarios. These scenarios help determine how each future choice might affect you and your loved ones. When you work with us, you’ll have a complete picture of the available options and the potential results that each might deliver.
Work with Your Team
The critical differentiator of successful financial planning is how you approach and dedicate yourself to regular review and administration. At Obsidian, you’ll work with a team of personal financial advisors. Together, you’ll establish a routine for managing and making adjustments as you get closer to your goals. As a result, you’ll have the accountability to act on your plan and see it through in the best way possible.
We know change is hard. But stopping and taking the time for perspective and preparation can make a huge difference. So please let us help you consider and identify the best possible path for your financial future. It’s time to take back control.
