How It Works

Be In Control Of Your Money & Your Future 

We can help you build a roadmap to get you where you’re going. Be free to do you.

A 30 minute consult to explore your options with Conscious Wealth – in person or via web chat. 

So…how does it work? 

You’re unsure about your investments & know you need a plan.

You don’t know if your bank or ‘your guy’ are the right places to go to. Not sure where to start?

You’re in the right place.

Let’s meet & find out if we are a good fit!

Together, we look at your circumstances & investment statements (if applicable) to see if there’s a new way forward. In other words, can we improve your situation so you can have peace of mind & feel good about your money?

We will put together a proposal for you to review.

If accepted, we’ll analyze your investments, create a plan for you, and ensure that you feel empowered to achieve financial independence sooner.

Monitoring and reviewing your situation is key to success!

If you choose to proceed with us, we set you up on a program where for a low monthly or quarterly fee, we can review the plan, provide you with continuing education on the markets and personal finance, and ensure you stay on track.