Fiduciary Oath
Corey Beal
Empowering Finance, LLC
- CFP®
Contact Information
Ideal Clients
- Gen Y/Millennials
- Holistic Financial Planning
- LGBTQIA
- Women's Finance
Fee Options
- Flat Rate: $6000+/engagement
- Hourly: $333+/hr & $444/hr
- Monthly: $500+/mo
- Quarterly: $1500+/qtr
- AUM: N/A
- Additional: Hourly and flat-fee options. Advice-only option (hourly) with no requirement for managing assets. Passive investment philosophy. No requirement for assets or dollars you must have:).
*Fees are subject to change. Contact this advisor for their most up to date fees.
About Corey Beal
At Empowering Finance we know that you are bold, ambitious, and a total badass.
That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life.
The problem is a buttoned-up approach to financial planning isn't going to meet your needs.
You're worried that your dreams and aspirations will get lost in a cookie-cutter system.
We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there.
We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions.
Here's how we do it
1) We are a fiduciary: We are legally bound to put your interests ahead of our own
2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy.
3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees
So, Let's Chat.
So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams.
Read Empowering Finances's blog here: https://empoweringfinance.com/blog/