About Christina Empedocles, CFP®
THE INSIGHT METHOD
If you want to drop off a some documents, and in return get a few pie charts with hundreds of pages of confusing filler — this is not for you.
If you want to take control of your finances, learn the tools to grow assets, and be an active collaborator in your financial future — then you’re in the right place! Insight’s mission is not only to craft the perfect plan to fit your life and goals, but to educate you on the mechanics of how money works so that you’ll no longer be a by-stander in your own financial life.
THERE’S LOTS OF HAND HOLDING,
WITHOUT ANY ACTUAL HAND HOLDING
This program is part education, part rollup-our-sleeves planning, and all collaboration.
1. We’ll talk. I get to know my clients really well and want to understand your motivation, biggest fears, values, and aspirations. This is essential for building an effective plan, because when you add your real life to your money you’ll have a real reason to act.
2. I’ll put you to work, and our time together could feel a little like being back in school (the most relevant, totally empowering, useful school you’ve ever attended!). From our meetings, you’ll be given highly targeted ‘homework’ that will get you digging into your financial data, history, and habits, revealing a clear picture of what’s happening.
3. We’ll look at your goals, and determine timeframes, costs, and assign numbers. So, what was once just a dream, transforms into a detailed blueprint.
This process is hands on. If you want to do something ambitious and start putting the pieces in place for your extraordinary future — the time to start is now, and the most important ingredient is you. This plan will work, because you’ll help create it, you’ll understand it, and you’ll know the steps to take.
Our work will be formatted for easy ‘project management’ that reads with the intrigue and clarity of an illustrated travel guide. Contrast that with the thick, impenetrable plans that are output from ‘Big Finance’ and you’ll know instantly, why my strategies work: Because I’ll take you from Point A to Point Z highlighting all the manageable steps in between. Big Finance offers plans that will leave you confused and dependent. Which feels better to you?
Insight will be your ongoing mentor, to make sure your action items get done. We’ll be your partner in monitoring and adjusting your course of action, to make sure you don’t fall behind.
Read Christina’s blog here: https://www.insightpersonalfinance.com/blog