Our Live Confidently Club, is designed to give YOU
a sense of control over your life & finances.
We enjoy engaging in positive, timely communication:
Ongoing consultations and support to inspire confident decision making.
Monthly newsletters highlighting relevant topics and current financial trends.
Financial Education, Workshops and in-person and Virtual Meetings & Events.
Free access to professional financial software (portfolio reports, secure document sharing, and situation-based projections).
Referrals to professionals Such as CPAs, Estate Attorneys, and Mortgage Brokers.
Join our Live Confidently Series:
10-10:30 AM CT
virtual support & Education
Free to join!
Fill out the form & WE WILL SEND YOU THE LINK
June 14, 2022
3 PM CT
In Case of Emergency:
ORGANIZE YOUR MOST IMPORTANT DOCUMENTS SO THEY ARE THERE WHEN YOU NEED THEM
Aimee Olson, Life Done Simply