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
Based on personalization, collaboration, and fulfillment
Speak Less - Listen More
Navigate With You
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
Learn more about you, understand what's on your mind, and see if we can be of help
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
You Make the Call
We'll answer any questions you may have and let you decide whether we're a good fit for you
Get Your FREE One-Page Plan Now!
*Reviews are from current and past clients. Nobody was compensated for their reviews