Are you ready to amplify your wealth with Your PERSONALIZED FINANCIAL PLAN?
Imagine gaining financial certainty in just three months and
empowering yourself with financial confidence to live the life you want.
Transform your financial journey with your financial advisor in a year.
• An evaluation of your financial health
• A financial check-up
• A second opinion
• Help with an unexpected financial situation
• A financial expert with you for the long haul
Whether you're looking for:
I will tailor your personalized financial plan to include your goals, values, and risk tolerance, providing expert advice and guidance along your financial journey.
Financial planning is personal
WEALTH-BUILDING TRANSFORMATION
FINANCIAL PLAN
For all plans you will receive financial advice, accompanying actionable steps, resources, and guidance on your financial journey from a fiduciary registered investment advisor.
Resources include:
✓ Access to the Right Capital client portal with budget tools
✓ Your Asset-Map (learn about Asset-Map here)
✓ Checklists, and guides
✓ Curated list of tasks and financial literacy resources
✔️1:1 Two-Hour Strategic Planning Session
✔️Follow-Up Email With Asset-Map® And Money Scripts® Inventory Results And Insights
✔️Actionable Plan Based On Check-Up Results
✔️Option To Upgrade To Membership Or Financial Plan Within Two Weeks Of Your Financial Check-Up
Your Investment: $727
✔️1:1 Biweekly First Quarter Meetings
✔️Expense Optimization Plan
✔️Customized Recommendations For Tax And Debt Reduction, Retirement, Estate, And Risk Mitigation.
✔️Client Portal Access To Asset-Map® And Right Capital®
✔️1:1 Access To Alissa By Email & Regular Financial Check-Ups
Your Investment
$1,800 upfront; monthly subscription of $180
✔️An Expert Financial Accountability Partner Providing Advice And Guidance Year Round.
✔️Guidance And Access To Your Financial Advisor Every Step Of The Way With Personalized 1:1 Meetings, And Emails
✔️Member Benefits Throughout Your Transformation And Financial Journey.
- First Quarter Intensive Transformation
- Expense Optimization Plan
- Investment Portfolio Analysis & Plan
- Tax Reduction Strategy & Planning
- Assess And Develop Your Retirement, Estate And Risk Mitigation Plan.
✔️1:1 Delivery Of Your Comprehensive Individualized Financial Plan To Include Analysis And Recommendations You Choose Such As Regarding Investment Portfolio, Estate Planning, Expense Plan, Education Savings, Tax Reduction, Debt Elimination and Risk Management.
✔️Access To Alissa By Email For Three Months
Your Investment: $3,600-$7,200
depending upon complexity
Health And Mindset To Ensure You Confidently Meet Your Needs.
✔️A Clear Picture Of Your Finances,
✔️Asset-Map® With Work-Optional Target Analysis
✔️Money Scripts® Inventory & Insights To Remove Wealth-Building Barriers
✔️Expert Advice & A Plan With Actionable Steps To Reach Your Goals
email me for special pricing for recent high school and college grads or if you are under 27 & earning less than $72k
Mini Money makeover
You will receive financial advice, accompanying actionable steps, resources, and guidance on your financial journey from a fiduciary registered investment advisor.
Your A La Carte Choice:
* Deep Dive Into Your Asset-Map
* Cash Flow Analysis & Your Expense Plan
* Financial Check-Up & Topic To Be Selected * Quarterly Financial Review
* Spending Analysis & Best Ways To Spend
* Organize & Automating Your Money
* Can You Afford It Analysis
* Goal Setting Strategizing Session
Resources include:
✓ Access to the Right Capital client portal
✓ Your Asset-Map
✓ Checklists, and guides
✓ Curated list of tasks and financial literacy resources.
2 hour intensive | 4 weeks of portal access | 2 weeks of email q&a | 30 minute meeting
See Other Packages
Mini Money makeover
Gain insight into your money beliefs using Psychology For Financial Planning tools developed by Drs Klontz, Chaffin & Klontz. ~ Organize your personal finances. ~ Value-based goal setting that aligns with the life you want to live. ~ Cash flow analysis and creating a value-driven expense plan. ~ Spending and savings analysis to make the most of your money. ~ Investment portfolio analysis & plan. ~ Strategizing and planning sessions to guide you.
two hour intensive | two 45 mins
two 1 hour quarterly reviews
30 minute meeting
See Other Packages
vip money makeover
Gain insight into your money beliefs using Psychology For Financial Planning tools developed by Drs Klontz, Chaffin & Klontz. ~ Organize your personal finances. ~ Value-based goal setting that aligns with the life you want to live. ~ Cash flow analysis and creating a value-driven expense plan. ~ Spending and savings analysis to make the most of your money. ~ Investment portfolio analysis & plan. ~ Strategizing and planning sessions to guide you.
two hour intensive | eight 45 mins
four 1 hour quarterly reviews
30 minute meeting
See Other Packages
Your Investment: $2,880 | ADV in footer
FINANCIAL CHECK-UP
FINANCIAL PLAN
WEALTH-BUILDING TRANSFORMATION
For all plans you will receive financial advice, accompanying actionable steps, resources, and guidance on your financial journey from a fiduciary registered investment advisor.
Resources include:
✓ Access to the Right Capital client portal with budget tools
✓ Your Asset-Map (learn about Asset-Map here)
✓ Checklists, and guides
✓ Curated list of tasks and financial literacy resources.
Your Investment
$727
✔️1:1 Delivery Of Your Comprehensive Individualized Financial Plan To Include Analysis And Recommendations You Choose Such As Regarding Investment Portfolio, Estate Planning, Expense Plan, Education Savings, Tax Reduction, Debt Elimination and Risk Management.
✔️Access To Alissa By Email For Three Months
✔️1:1 Biweekly First Quarter Meetings
✔️Expense Optimization Plan
✔️Customized Recommendations For Tax And Debt Reduction, Retirement, Estate, And Risk Mitigation.
✔️Client Portal Access To Asset-Map® And Right Capital®
✔️1:1 Access To Alissa By Email & Regular Financial Check-Ups
✔️An Expert Financial Accountability Partner Providing Advice And Guidance Year Round. ✔️Guidance And Access To Your Financial Advisor Every Step Of The Way With Personalized 1:1 Meetings, And Emails
✔️Member Benefits Throughout Your Transformation And Financial Journey.
✔️A Comprehensive Financial Check-Up And Plan Addressing Your Top-Of-Mind Issues
✔️Advice, With Actionable Steps, and 3 Months of Support From Alissa To Guide You To Implement Your Plan To Reach Your Goals
MEMBERSHIP
Your Investment
$3,600 - $7,200 depending upon complexity
Your Investment
$1,800 upfront; monthly subscription of $180
Gain Insight Into Your
Financial Health And Mindset
To Ensure You Confidently Meet Your Needs.
Getting A Fixed-Fee Plan For DIY Implementation, Ensuring Your Financial Journey Will Enable You To Live The Life You Want Now And In The Future
Transform Your Financial Journey With Financial
Confidence & Certainty In Just Months
email me for special pricing for recent high school and college grads or if you are under 27 & earning less than $72k
Mini Money makeover
You will receive financial advice, accompanying actionable steps, resources, and guidance on your financial journey from a fiduciary registered investment advisor.
Your A La Carte Choice:
* Deep Dive Into Your Asset-Map
* Cash Flow Analysis & Your Expense Plan
* Financial Check-Up & Topic To Be Selected * Quarterly Financial Review
* Spending Analysis & Best Ways To Spend
* Organize & Automating Your Money
* Can You Afford It Analysis
* Goal Setting Strategizing Session
Resources include:
✓ Access to the Right Capital client portal
✓ Your Asset-Map
✓ Checklists, and guides
✓ Curated list of tasks and financial literacy resources.
2 hour intensive | 4 weeks of portal access | 2 weeks of email q&a | 30 minute meeting
See Other Packages
Mini Money makeover
Gain insight into your money beliefs using Psychology For Financial Planning tools developed by Drs Klontz, Chaffin & Klontz. ~ Organize your personal finances. ~ Value-based goal setting that aligns with the life you want to live. ~ Cash flow analysis and creating a value-driven expense plan. ~ Spending and savings analysis to make the most of your money. ~ Investment portfolio analysis & plan. ~ Strategizing and planning sessions to guide you.
two hour intensive | two 45 mins
two 1 hour quarterly reviews
30 minute meeting
See Other Packages
vip money makeover
Gain insight into your money beliefs using Psychology For Financial Planning tools developed by Drs Klontz, Chaffin & Klontz. ~ Organize your personal finances. ~ Value-based goal setting that aligns with the life you want to live. ~ Cash flow analysis and creating a value-driven expense plan. ~ Spending and savings analysis to make the most of your money. ~ Investment portfolio analysis & plan. ~ Strategizing and planning sessions to guide you.
two hour intensive | eight 45 mins
four 1 hour quarterly reviews
30 minute meeting
See Other Packages
Your Investment: $2,880 | ADV in footer
Are you ready to amplify your wealth
and live the life your want?
Get answers to your questions,
and your best next steps.
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WHAT MY CLIENTS ARE SAYING
To say Alissa has made an impact on my life is an understatement. She has made a profound impact. More than I ever anticipated when I first went searching for a financial advisor in January of 2023. This is where Alissa stands out from your average financial advisor or planner. She genuinely has her clients best interest at heart and wants to see you succeed in all aspects of life, not just with finances. Her dedication to her clients is unmatched and always comes ready with the tools you need to not only overcome any financial burden or stress you have, but empower you to make better financial decisions for the future. I am beyond grateful for her knowledge, patience, and guidance throughout this past year. Without a doubt, hiring her was one of the best decisions I've made for myself. I would not be where I'm at today without her. Wherever you may be in your financial journey, without a doubt, she is the one you want in your corner along the way. I cannot recommend Alissa enough.
Laura J.
Long Beach, CA
Alissa is a true gem! She helped me overcome my fears of confronting my financial health, which is not an easy task! But Alissa did it with an inimitable combination of empathy, intelligence, and leadership. I am so grateful to be working with her, and through her guidance, for the first time in my life I feel as though I am in a positive relationship with my finances.
Krissy G.
Marblehead, MA
other ways to work with amplify my wealth:
ARE YOU ALSO READY FOR A FIDUCIARY PARTNER THAT PUTS YOUR NEEDS FIRST?
ARE YOU LOOKING FOR SOMETHING ELSE?
Let's Collaborate!
Do you know someone who could benefit from financial planning? Whether in high school, graduating from college, starting a new job or family, or seeking financial independence, I am here to help them. A personalized financial plan is an excellent gift for your loved ones and friends!
GIVE THE GIFT OF A FINANCIAL PLAN
✓ A CUSTOMIZED PLAN
✓ A SPEAKER FOR YOUR EVENT
✓ A GUEST FOR YOUR PODCAST
✓ INSIGHTS FOR YOUR PUBLICATION OR SEGMENT
Let Amplify My Wealth be your partner on your journey.
Holistic Financial Planning
This ongoing service provides regular support and continuous access to the client portal. Together, we meet regularly and tackle the areas of your finances that mean the most to you and revisit your plan regularly to make modifications needed to achieve your financial goals.
There is an upfront fee starting at $250-$2,500 and an ongoing fee paid either monthly or quarterly, in advance, starting at the rate of $100-$500 monthly or $300-$1500 per quarter. The upfront portion of the Holistic Financial Planning fee is for client onboarding, data gathering, and setting the basis for the financial plan. The fees will be determined based on the complexity of each client's financial situation. This plan guides in creating and implementing the plan, but it does not provide monitoring of the plan itself.
financial planning - fixed fee
financial planning - hourly fee
EDUCATIONAL SEMINARS/ SPEAKING ENGAGEMENTS
GIVE THE GIFT OF FINANCIAL RESPONSIBILITY
Let Amplify My Wealth be your investment advisor firm.
FINANCIAL PLANNING - FIXED FEE
A project-based service tailored to accomplish a particular financial outcome
Project-based financial planning may be available for a fixed fee, ranging from $200 and $3,600. Half of this fee is due before the commencement of the process, with the remainder due upon completion of work. However, we will not bill an amount above $500.00 more than six months in advance.
HOLISTIC FINANCIAL PLANNING
financial planning - hourly fee
EDUCATIONAL SEMINARS/ SPEAKING ENGAGEMENTS
GIVE THE GIFT OF FINANCIAL RESPONSIBILITY
YOU ARE FRONT & CENTER
Your Amplify My Wealth
personalized financial plan
embraces the life you want.
✓your values
✓your goals
✓ your time horizon
✓your money
✓ your decisions
Alissa empowers you to be successful.
Alissa Will Prioritize These Essential Financial Planning Areas That Are Top Of Mind For You.
Your budget is the foundation of your personalized financial plan. I will define your goals and determine how to best attain them by spending and investing wisely. You will get a clear and actionable budgeting plan, empowering you to make the best decisions.
I provide small business financial planning services for clients who currently operate their own business, are considering starting a business, or are planning to exit from their current business. I will help you by assessing your finances, identifying your goals, developing a financial plan to achieve your goals, and determining how much you can pay yourself. Entrepreneurs often overlook the importance of their business financial plan; Amplify My Wealth is here to partner with you and make sure your business and personal financial plans support one another.
Your budget is the foundation of your personalized financial plan. Your personalized financial plan includes a thorough analysis of your cash flow and incorporates the best ways to reduce expenses and allocate any surplus. Advice may also include eliminating credit card debt and which debts to pay off first. I will empower you to set aside money for an emergency fund into a high-yield savings account, so it’s liquid and easy to access.
Education can be expensive. Whether you have young children or grandchildren and want to plan for their education, or as an adult, are planning for your own educational goals, an educational evaluation is essential when creating a PreK-12, postsecondary, or college savings plan. The evaluation includes projecting the amount needed to achieve the education funding goals, advice on ways to save the desired amount, including analysis of tax and investment advantages, and selecting the best college savings plans.
Like financial planning, estate planning needs to be looked at regularly. I will help you create an estate planning checklist so you can be sure that your money goes where intended when you are alive as well as when you leave your loved ones, including an analysis of your needs and the needs of your loved ones, as well as the exposure to taxes. We explore the essential elements of estate planning. With this guidance and a better understanding of your estate planning needs, you can attain the necessary documents from a trusts and estates attorney. *I always recommend that you consult with a qualified estate planning attorney when you initiate, update, or complete estate planning activities.
I know what works to build wealth. I base my investment advice on passive and high-diversity strategies, creating portfolios with low-cost mutual funds and ETFs incorporating analysis involving determining an asset allocation strategy that meets your financial goals and risk tolerance. I will advise you and create your investment portfolio, including reviewing employee and personal retirement accounts, education savings accounts, health savings accounts, and non-qualified investment accounts. You will receive my guidance, as needed, through the process to execute the investment plan and with our long-term approach in mind. Together, by appointment, we will monitor your portfolio and rebalance it as needed to ensure that you remain on track within your targets so that your investments align with your goals.
How can you best meet your retirement goals? Part of the answer is ROTH and traditional IRAs; ROTH and qualified 401Ks; non-qualified investment accounts; pensions-to-deferred compensation; HSAs; and other long-term retirement planning vehicles.
Wondering how much you need to save for retirement? Together, we will look at your retirement goals to determine what you need to do right now--whatever stage of life you are at--so that you will be able to live most comfortably in your retirement. I will tailor your personalized financial plan accordingly if you just received your first paycheck, are near retirement or are already retired. I will discuss different tax-advantaged strategies and retirement savings vehicles, as well as the best ways to invest the money to reach your retirement goals.
Adequate insurance coverage gives you and your family peace of mind and is essential to your financial health. I will help review your existing policies and create a checklist of changes you might need to make to your insurance plan to ensure that you have proper coverage. Some considerations may include life, health, disability, long-term care, liability, home, and automobile insurance, as well as discussing self-insuring to lessen your risk exposure. This checklist will help guide you to take the steps necessary to connect to insurance providers with the information needed to provide for you and your loved ones.
Making the most of incorporating tax strategies into your financial plan can help you build your wealth exponentially. I considers the impact of everything from estate and gift taxes to tax-advantaged accounts and the tax consequences of specific investment vehicles and charitable giving. We collaborate with estate planning attorneys and accountants to ensure our recommendations are tax-efficient.
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