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:

Contact this advisor

Ideal Clients

  • Gen X
  • Holistic Financial Planning
  • 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

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