Empowered Financial Plan: Clarity, Confidence & Cash Flow
Empowered Financial Plan: Clarity, Confidence & Cash Flow
$3,750.00
💡 Why This Plan Matters to You:
Retirement and life transitions aren’t just about numbers—they’re about freedom, confidence, and leaving a legacy. The Empowered Financial Plan is designed to help professionals and entrepreneurs:
✅ Gain clarity on their financial picture.
✅ Build confidence in every money decision.
✅ Unlock cash flow strategies that support their lifestyle and legacy.
✅ Create a personalized action plan, investment analysis, tax strategies, retirement planning, legacy planning that aligns with their values.
📘 What You’ll Receive
Your Empowered Financial Plan includes:
A pre-work financial assessment to uncover opportunities and challenges.
A comprehensive analysis of your numbers and goals.
Two private coaching sessions with Rita Oliver, Chartered Retirement Planning Counselor & Wealth Management Specialist.
A customized Empowered Financial Action Plan.
Two follow-up accountability check-ins to keep you on track.
💰 Investment & Pricing
The Empowered Financial Plan is a $3,750 investment in your clarity, confidence, and legacy.
Secure your spot with a $1,250 deposit.
Balance due upon delivery of your personalized plan.
Flexible payment options available.
⏳ Limited Availability
To ensure every client receives the highest level of attention, this program is limited to only 4 clients per month.
👉 Once those spots are filled, enrollment closes until the following month.
🎁 Next Steps
Book your free 15-minute consultation to see if this plan is right for you.
Secure your spot with a deposit and sign your coaching agreement.
Complete your pre-work assessment within 5 days.
Begin your journey to clarity, confidence, and cash flow with Rita by your side.
👉 Book My Consultation Now
👩🏫 About Rita Oliver
Rita Oliver is the CEO/Founder of Strategies Options & Solutions, LLC, Chartered Retirement Planning Counselor, Wealth Management Specialist, and host of the Empowered Exit Podcast. She has helped countless professionals and entrepreneurs retire boldly, live fully, and leave a legacy.
Quantity:
The Empowered Financial Plan is designed to be a focused, 45-day process:
Week 1: You complete your in depth pre-work financial assessment questionnaire.
Week 2: I conduct financial analysis, reviewing your responses, asking clarifying questions, and scheduling your two one hour Zoom sessions.
Weeks 3–4: You receive your Financial Action Plan and 2 weeks of 1:1 accountability follow-up sessions.