Not saving enough money every month?

Are you one of those people that have savings, yet have no clue what to do with your money, so it is probably earning absolutely NOTHING?

Or did you just get out of debt and are now ready to start saving and investing your money?

Like everything else in life, you have to put that money to work.  The sooner you start, the better, because before you know it, time passes by, life happens, and you will wonder why you have such empty pockets.

The Benefits of Working with Sassy.

Build your wealth

Money working for you while you sleep

Save thousands of dollars in fees over a life-time with a low-cost approach to investing

Achieve your financial goals

Confidence in your finances

Have a financial cushion just in case life happens

Net higher returns compared to going to a bank and investing your money in high-cost mutual funds, or not investing in anything at all!

An understanding of what is going on with your money

Learn how to manage and re-balance your own portfolio

What this Package Includes.

Review of overall finances – budget, spending, and saving

Financial projections, based on current budget

Examples of portfolios and what yours could look like

Keep track of your goals and progress on our client portal

New budget created (if needed)

Financial projections, based on new budget

Walk-through and step-by-step guidance on account opening process; which accounts and how to open them, and how to ultimately build your portfolio

Two re-balancing sessions

What Are You Waiting For?

Stop wondering what you should invest in and how to do it, because by the end of this, you will know exactly what to do – that is my promise to you.