1. What makes you different? 

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. 

2. 

Depending upon how you are engaging to work with us, there are different levels of services and cost associated with that service. We find that flat fees are easier for clients to budget for and understand. 


Every prospective client first engages with us through a Complimentary 30 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:


Deep Dive Financial 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 : 8 Week Program (Unlock Your Inner Superhero)


Did something just happen in your life that completely changed it emotionally and financially? 


 Are you up at night worrying about money and can't seem to get ahead?


Are you tired of feeling asleep at the wheel watching everyone else move forward closer to their dreams?


Do you feel 'stuck'?


Are you ready to live an "Alpha" life? 


This intensive program is for people who are serious about completely transforming their lives. 


Program Overview:

This program consists of both a self-paced online course as well as 1:1 coaching with Jennifer Perri, "The Smart Money Gal". 

The online course has 6 modules, 32 lessons, action guides, affirmations, and articles. 


Module 1:

We will do a deep dive to discover what’s going on in your personal and financial life at the moment. We will identify the areas of “trauma” that we need to address first and explore the level of understanding of your finances.  


Modules 2 & 3:

You will start to pick up the emotional pieces of what just happened and learn the tools that will help you move through the pain and become empowered over your life. You will also learn how to break free from victim mentality and how to successfully overcome obstacles that are standing in the way of your success. 


Module 4:

Now it’s time to start understanding how you relate to, interact with and think about money. We will dispel the money myths you have believed your whole life and help you uncover your money identity. We will also analyze what negative financial habits may be holding you back and preventing you from the level of success you are capable of achieving.


Modules 5 & 6:

We will cover budgeting, debt, credit, investments and the wealth principles of highly successful people. You will also learn how to develop and embrace a new abundance mindset that will guide you to live the life you want.  


Results: *

Many of my clients have paid off thousands of dollars of debt and boosted their savings accounts substantially in just a few months. Some have uncovered their "genius zone" through the course of the program that led them to become their own boss and create their own economy. Others have enthusiastically embraced an abundance mindset and have gone on the become extremely successful. The choice is yours to make, you just have to believe in yourself and that you are worth it. 


If you're ready to transform your life, I will help you get there.


 If you would like to apply for the intensive and discuss the cost of the program, please schedule your call at: www.calendly.com/jennifer-perri. 


*Results are not guaranteed. Individual results will vary and depend on the participant's discipline and commitment to change. Success in this course depends on your ability to put the information you learn into action. You have to be willing and accept responsibility to do the exercises and implement the strategies in your life.


3. What's the difference between your coaching and consulting services?

Great question! 


Our consulting clients usually reach out to us when they have "money in motion" (divorce, retiring, job change) or have an immediate need for a product or strategy (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. 

4. How do I get in touch with you?

You can call the office at 404.618.6626, send us an email at info@swanfinancialadvisors.com or schedule an appointment online at www.calendly.com/jennifer-perri. You can also complete the form below and someone from our office will contact you within 24-48 hours. 

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