YOUR NO COST ONE-PAGE FINANCIAL PLAN

We serve as an independent and unbiased guide on your journey to financial and retirement freedom. And we believe that it is important to start this journey early.

Our holistic wealth planning approach is more than just hitting this number...It's about looking at your complete financial picture and understanding which decisions need to be made along your journey. This starts with taking our time to get to know you, understand your values, hopes, and concerns, and find out what your ideal life look likes. By knowing what you truly want, we will work together to create and implement strategies that will not only allow you to reach your retirement and other financial goals, but also benefit your family and loved ones.

What to expect

THE LESTNA WAY

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Life-Centric Approach

Based on personalization, collaboration, and fulfillment  

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S

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Empower You

Speak Less - Listen More

Tailored Advice

Navigate With You

Accountability

Your steer, we guide

Elicit information, not convey it

Tailor strategies to your goals

Through all critical financial events 

Helping you stay on track for greater effectiveness

WHAT TO EXPECT

01

Introductory Call

Learn more about you, understand what's on your mind, and see if we can be of help

02

One-Page Plan

We'll prepare a one-page plan for you with some next steps to take to get closer to your goals

Discuss the Plan

We'll review together your checklist of next steps & suggest on which steps to focus first 

04

You Make the Call

We'll answer any questions you may have and let you decide whether we're a good fit for you

03

Get Your FREE One-Page Plan Now!

Schedule Call

*Reviews are from current and past clients. Nobody was compensated for their reviews

Not Ready Yet? 

No worries at all but don't leave empty-handed. Download our free resources below and subscribe to our weekly finKnow newsletter.

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