Corey Beal, CFP® Empowering Finance

About Corey Beal, CFP®

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 Corey’s blog here: https://empoweringfinance.com/blog/

Contact this advisor

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Gen X
  • Holistic Financial Planning
  • LGBTQIA
  • Women's Finance

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $500+/mo
  • Quarterly Fee: $1500+/qtr
  • Flat Fee: $6000+/engagement
  • Hourly Fee: $333+/hr

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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