Hey, I'm Sarah!
I’m a financial coach who is passionate about working with busy individuals to create an easy-to-follow financial plan without spending hefty consulting fees
Hey, I'm Sarah!
I’m a financial coach who is passionate about working with busy individuals to create an easy-to-follow financial plan without spending hefty consulting fees
What If You Could Eliminate All That Guesswork in Creating and Implementing Your Financial Plan in Four Simple Steps?
It's 100% possible.
I'll tell you how in a second.
If we haven't met yet, I'm Sarah Lagrosa. In the past several years, I've been in many different industries, from building a local start-up, trading financial markets, and buying multi-family homes in real estate to getting people to take control of their money by creating and implementing a personalized financial plan.
If you are a parent, career or business person, and someone who multi-tasks regularly, I see you.
I've helped many busy individuals gain clarity and confidence by understanding their finances using a step-by-step framework, because complicated doesn't mean better. I truly believe that the BEST financial plan is one that you stick to. So my goal for you is to create one that is super easy to understand, implement, and measure.
You see, becoming financially independent is not a thing to do, but a skill to learn. And nothing is more crucial than having an experienced advisor (the one who understands where you are and where you want to be) who will fast-track you to learn the skills.
"I am passionate about working with busy individuals because I know what it is like to wear multiple hats. I'm a first-time mom and a career woman filling in for many roles. My finances suffered for a long time because I barely had time to understand or make sense of my money. I'm on a mission to take this burden off your plate so you can focus on what truly matters: family, career, and enjoying your life while making sure you're on your way to financial independence."
What If You Could Eliminate All That Guesswork in Creating and Implementing Your Financial Plan in Four Simple Steps?
It's 100% possible.
I'll tell you how in a second.
If we haven't met yet, I'm Sarah Lagrosa. In the past several years, I've been in many different industries, from building a local start-up, trading financial markets, and buying multi-family homes in real estate to getting people to take control of their money by creating and implementing a personalized financial plan.
If you are a parent, a career or business person, and someone who multi-tasks regularly, I see you.
I've helped many busy individuals gain clarity and confidence by understanding their finances using a step-by-step framework, because complicated doesn't mean better. I truly believe that the best financial plan is one that you stick to. So my goal for you is to create one that is super easy to understand, implement, and measure.
You see, becoming financially independent is not a thing to do, but a skill to learn. And nothing is more crucial than having an experienced advisor who will fast-track you to learn the skills.
I am passionate about working with busy individuals because I know what it is like to wear multiple hats. I'm a first-time mom and a career woman filling in for many roles. My finances suffered for a long time because I barely had time to understand or make sense of my money. I'm on a mission to take this burden off your plate so you can focus on what truly matters: family, career, and enjoying your life while making sure you're on your way to financial independence.
You DON'T Need Any Special Skills To Become Financially Independent.
All It Takes Is Financial Education, A Game Plan, and A Coach.
And It Shouldn't Cost You Anything Either.
You DON'T Need Any Special Skills To Become Financially Independent.
All It Takes Is Financial Education, A Game Plan, and A Coach.
And It Shouldn't Cost You Anything Either.
Four Simple Steps To Success
INTRODUCTION
On this call, I’ll take the opportunity to get to know you better. It's not just about numbers; it's about understanding your goals, your concerns, and what truly matters to you.
You can ask any questions you might have. This is your time, and I want you to leave the call with clarity and confidence. No question is too big or too small.
STRATEGY
Following our call, I’ll work on a personalized plan based on our discussion, ensuring it aligns seamlessly with your goals.
My primary mission is to empower you with the necessary tools and insights during the proposal.
IMPLEMENTATION
During this meeting, we'll dive into the actionable steps outlined in your financial plan.
This is the nitty-gritty, where we work together to implement strategies tailored to your unique goals, needs, and financial profile.
MANAGEMENT
We'll be reviewing the progress you've made since the implementation of your financial plan.
My goal is to keep your portfolio resilient in the face of changing financial landscapes.
INTRODUCTION
On this call, I’ll take the opportunity to get to know you better. It's not just about numbers; it's about understanding your goals, your concerns, and what truly matters to you.
You can ask any questions you might have. This is your time, and I want you to leave the call with clarity and confidence. No question is too big or too small.
STRATEGY
Following our call, I’ll work on a personalized plan based on our discussion, ensuring it aligns seamlessly with your goals.
My primary mission is to empower you with the necessary tools and insights during the proposal.
IMPLEMENTATION
During this meeting, we'll dive into the actionable steps outlined in your financial plan.
This is the nitty-gritty, where we work together to implement strategies tailored to your unique goals, needs, and financial profile.
MANAGEMENT
We'll be reviewing the progress you've made since the implementation of your financial plan.
My goal is to keep your portfolio resilient in the face of changing financial landscapes.
©2023 Kayla Jansen. All rights reserved. Privacy Policy | Created with Leadpages