One-On-One with South Bay Financial Partners

It's a new year with new goals, so let's focus on you! Exclusively to YAFL members 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 Exclusive to YAFL Community Members

 

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.

Investment One-On-One
$300

This one-on-one meeting will cover

Purchase Plan
  • 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.

Half Price Offer
Financial Therapy One-On-One
$150

This one-on-one meeting will cover

Purchase Plan
  • 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!

Half Price Offer
Financial Coaching One-On-One
$150

This one-on-one meeting will cover

Purchase Plan
  • Special Goal Planning
  • Tax Help
  • Debt Management
  • Building  a Budget
  • Investment Guidance

 

Not sure yet? Have more questions or need more information?

Get in touch with us