FREE 60-MINUTE EDUCATIONAL ONLINE WORKSHOP
The 9 Steps to Start Building Your Financial Plan.
One hour. No pressure. No sales pitch. Presented by the financial planners at Three Phases Wealth Advisors.
Online Live Session.
WHAT WE COVER
1 __Cash Flow & Budgeting
2__Insurance
3__Tax Planning
4__Investing & Retirement Planning
5__Real Estate Planning
6__Estate Planning
7__Kids' Future Planning
8__Credit Card Points
9__How To Teach Your Kids About Money
____(At Any Age)
WHY ATTEND
Meeting with a financial planner can be intimidating. This isn't that.
It's genuinely free
No fee to attend, no strings, no obligation to become a client. You show up, you learn, you leave.
It's education, not a sales pitch
We walk through the framework anyone can use. There's nothing to buy in the room.
You leave with a written starting point
A clear first step you can act on — not a contract, and not homework you'll never open.
HOW FINANCIAL PLANNING WORKS
What happens after the workshop — if you choose to continue.
An honest conversation first — the rest follows only if it's the right fit.
There's no pressure to move forward. But if the workshop leaves you wanting a plan of your own, here's the simple, four-step path we walk with every client.
1
Intro Call
The goal is to get to know each other and make sure it's the right fit — no commitment either way.
2
Organization
We gather and organize your full financial picture, so nothing important slips through the cracks.
3
Your Financial Plan
You receive your written plan — clear, personal, and built around the goals you set in step one.
4
Monitor & Update
Ongoing check-ins as life changes, because a good plan grows with you.
9
Steps
·
60
Minutes
·
$0
To attend
Finances change depending on what phase of life you're in - we're here to guide you through it all.
IS THIS FOR ME?
An honest look before you register.
This workshop is for you if…
- You've never had a written financial plan.
- A life change is coming — marriage, kids, a new job, or retirement.
- You feel a little behind and just want a clear first step.
It's probably not for you if…
You're looking for hot stock tips or the "next big thing."
You want to be sold to. That's just not what we do.
Meet your presenter
Dan
Financial Planner at Three Phases Wealth Advisors
“A registered investment advisor guiding clients through every phase of life. My job in that hour is simple — help you leave less overwhelmed than you walked in.”
Indian Trail, NC
RESERVE YOUR SPOT
One hour could change your next ten years.
Free · No obligation · Bring your questions.
Seating for each live session is limited so we can keep it personal.
Three Phases Wealth Advisors
Indian Trail, NC
801-318-5720
[email protected]
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Three Phases Wealth Advisors, LLC is a registered investment advisor offering advisory services in North Carolina and other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This website shall not be interpreted as a solicitation or offer to buy or sell securities.
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