Financial Strategy Sessions
What Is It?
A Financial Strategy Session is a personalized, one-on-one consultation designed to help individuals and families assess their current financial situation and map out a practical plan to achieve their goals. During this session, we’ll review key areas such as income, expenses, debt, savings, insurance, and investments. Together, we’ll identify opportunities to increase cash flow, manage debt, protect assets, and plan for the future — all in alignment with your values and lifestyle.
Who Is It For?
This session is ideal for individuals, couples, and families who:
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Want to improve their financial health
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Are planning for major life events (home purchase, education, retirement)
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Need help managing debt or creating a savings strategy
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Are unsure if they’re adequately protected or investing wisely
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Desire greater financial confidence and control
We are committed to fostering growth, strengthening relationships, and inspiring lasting change built on integrity, empathy, and trust.
Testimonials
Before meeting with Life By Design Financial Agency, I felt completely overwhelmed trying to understand where my money was going. Chantelle broke everything down in a way that made sense and helped me see a clear path forward. For the first time, I actually feel confident about my financial future.
Danielle G. (Young Professional)
Chantelle helped my family set up life insurance and a financial plan that gives us real peace of mind. She took the time to explain every detail and made sure we understood our options. It wasn’t about selling a product — it was about protecting our legacy.
James & Erica L. (Family Clients)
Chantelle helped me connect my financial goals to my life goals. The session was free, but the insight was priceless. Chantelle helped me design a strategy that supports both my business and my personal purpose.
Alicia M. (Entreprenuer)
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