Stephanie here from SimpliFI Consulting!
Seeing clients progress towards their goals is why I do what I do! That’s what it’s all about. My work with each client is tailored to their goals–where they are now and where they want to be.
Here are just a few things we’ve helped clients achieve recently:
- Paying off 5 figures of debt
- Fully funding Roth IRA for 2021 and 2022
- Laying the groundwork for their own small business
- Finding creative strategies to curb spending and automate savings
- Carving out savings for upcoming vacations
And we’re just getting started folks! If you’re looking for ways to close the gap between you and your goals–please reach out, that’s what we do here!
For a FREE half-hour consult, fill out this form and let’s get started.
You’ll meet with me, virtually, from the comfort of your own home. SimpliFI Consulting serves clients all over the United States and we can’t wait to serve you!
Looking forward to connecting,
Stephanie
