One-On-One with South Bay Financial Partners
It's a new year with new goals, so let's focus on you! We're offering One-On-One services to zero in on you and get you off on the right foot.
Introducing SBFP's 1:1 Planning
Join us as we roll out 1:1 planning meetings. We are working on providing Investment Strategy, Financial Therapy, and Financial Coaching.
Our objective is to create an investment strategy for your personal journey!
Investment Strategy 1:1
Our objective is to create an investment strategy for your personal journey!
After our meeting, we will deliver recommendations as well as plan options for your consideration. Options such as ongoing investment support from South Bay Financial Partners, Robo investments or DIY with our recommendations.
- Your Investment Goals
- Tax Planning Strategies
- Investment Guidance
- 5 Year + Cashflow Goals
Financial Therapy 1:1
This is a one on one meeting where we will reflect on your money mindsets and dig deeper to find the root of your money stories and beliefs. Money stories include narratives like:
It's important to tell yourself money stories that HELP, don’t hurt you.
Our objective is to identify and begin to peel away your money stories. At the end of the session we will suggest resources and your personalized next steps moving forward.
- I can't make money doing what I love
- My parents fought about money, so I'm scared to talk about money with my partner.
- If I'm good, the Universe will give me what I need and then some.
- I deserve small rewards after doing something difficult.
Financial Coaching 1:1
This is a one on one meeting where we can cover whatever you'd like, including; goal setting, investment guidance and advice, debt management and long term planning
Our objective is to create a strategy for your personal journey!
- Special Goal Planning
- Tax Help
- Debt Management
- Building a Budget
- Investment Guidance