We go above and beyond to make sure our clients are satisfied. We're not ok with "just ok". Our clients become an extended part of our family, so we are happy when they are happy.
Another big difference between SFA and the average wealth management firms, we believe it is crucial that our clients remain front and center in every aspect of the planning. From our experience, most wealth managers are concerned about what is on your statements and not so much about who you are and what you are looking to accomplish. That's not how we work. We want our clients engaged, invested and educated as to what is needed to accomplish the goals and objectives they have set for themselves.
In addition, the name of our firm is Swan Financial, with the SWAN meaning "Sleep Well at Night". We want each client to find comfort and the ability to sleep at night knowing that they are making sound, educated financial decisions and are surrounded by a team of people who genuinely care about them.
What type of services do you provide?
At Swan Financial, we are dedicated to helping make life's transitions easier. We are a holistic financial planning and consulting firm who believes an educated investor is a successful one. We provide planning services and strategies in the following areas: Divorce Financial Planning (pre and post divorce), life insurance, income planning solutions, annuities, long term care solutions, retirement planning (401k, 403b, pension planning, etc.) healthcare planning and legacy planning.
How do you get paid?
Depending upon how you are engaging to work with us, there are different ways that we get paid. If you are a consulting client, since we are an independent firm, we are paid by the companies we represent. If you are a coaching client, we charge flat fees. We find that flat fees are easier for clients to budget for and understand.
Every prospective client first engages with us through a Complimentary 60 Minute Discovery Call to see if we are a fit to work together. During the course of the call, we will uncover what service is most suitable for your individual needs and discuss the cost of that relationship. If we cannot help you directly, we will help you find the right person who can.
Here is a breakdown of how we work with clients:
Discovery Session ( 60 minute Zoom Call)
This session is suitable for people who need help in a specific area of their financial life. This session is a 60 minute Zoom in which we will do a deep dive of the current state of your life/financial situation, discuss your concerns and goals, and discuss action steps. You will also receive two weeks of unlimited email support.
Divorce Financial Consulting & Coaching
This is for women who are engaged in the divorce process (or post divorce issues) and need help with specific areas, such as cash flow planning, financial projections, settlement review, life insurance quotes, alimony continuation planning, etc.
Financial Accountability Partnership: (3, 6, 12 month packages)
This is perfect for people who wants to make real, long lasting positive changes to the financial life but need help staying on track. This partnership includes: monthly Zoom calls ( 30 minutes each), action guides, access to online course and email support. We will discuss budgeting, investments, insurance, long term care, college planning, etc. Whatever areas you need the most help and focus on we will tackle together.
Smart Money Gal Alpha Academy :
We are excited to announce our online resource vault and course academy! You can find free resources as well as in-depth courses that help you better navigate life transitions and your finances.
What's the difference between your coaching and consulting services?
Our consulting clients usually reach out to us when they have "money in motion" (divorce, retiring, job change, etc.) or have an immediate need for a specific solution (Life insurance, long term care insurance, etc.). Our team can help with quotes, applications, and illustrations for life insurance, annuities and long term care products and can also facilitate 401k, 403b, IRA rollovers and planning.
Our coaching clients are looking for more education, insight and tools to help them better relate to money and handling their financial life. Personal money coaching unlocks the power you have within to take control of your money and break through barriers into a better life. Our coaching clients also understand that financial stress influences everything else in their lives and they are ready to manage their money instead of letting their money manage them. They can either purchase self paced courses or one-on-one private sessions or a combination of both.
What's exciting is that a lot of our consulting clients end up becoming coaching clients as well! It's the best of both worlds.
How do I get in touch with you?
You can call the office at 404.618.6626, send us an email at firstname.lastname@example.org or schedule an appointment online at www.talkwithjennifer.com. You can also complete the form below and someone from our office will contact you within 24-48 hours.