FINANCIAL PLANNING FOR WOMEN
Helping women build intentional wealth with clarity and confidence
I’m here to help women wherever they are in their financial journey. Come as you are today- I’ll help you:
Learn where and how to allocate your money
Design a budget that suits your goals
Stress-test your current long-term plan or help you make one
Make sure you are set up for today and tomorrow
More About Your Financial Planner, Lenet
Three Ways to Manage Your Money with Blue Otter
Individual
Consultation
1:1 sessions with Lenet that help you understand the fundamentals and feel more comfortable with key money topics, all in one call.
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Personalized Budget & Spending Analysis
A detailed review of your income, spending, and cash flow. Understand where your money is going and how to better align it with your priorities.
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Full Financial
Planning
A full financial picture for your budgets, investments, retirement plan, and anything you need. A more robust look at all of your finances!
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Hiring a financial consultant is similar to hiring a personal trainer.
Anyone can go online and find workouts. There are a million of them out there. But none of those have a connection to the person. It’s not tailored to the person’s goals (which are nuanced and specific) and it’s not going to give the person a pep talk to get them back on track when they inevitably miss a workout because life got in the way.
The person that hires the personal trainer is investing in their long term health because it is a priority for them and they want as much support as possible in making it a reality.
Consider me your personal trainer of the finance world!
Excited to meet you!
Meet Lenet Rivas, CFP®
Blue Otter Financial Planning is here to help you sort out your finances, whether that’s getting started with the financial alphabet (401k, IRA, etc) or managing and building your wealth.