This Is How Smart Creatives Are Quietly Growing Wealth
We start with a complimentary 60-minute Wealth Design Session.
On this call, we will share how our business works and what to expect from a wealth management relationship. The real focus, however, is YOU. We will ask you questions to get to the heart of who you are and what your money means to you. We’ll review your current financial picture and focus on your financial needs, your goals and your dreams.
You might be surprised what comes up in this call…
- Feel calm and confident about you and your family’s financial future
- How the stock market really works, and how to use it as a tool for generational wealth
- The single emotion quietly sabotaging your ability to build real wealth — and how to spot it before it strikes again
- The 3 most common “invisible leaks” in creative income — and why high earners rarely notice them until it’s too late
- Why your money may feel stuck, even when it’s flowing — and how that’s often a clue, not a flaw
- What Roxana listens for that most advisors miss entirely (it’s not about your income, debt, or credit score)
- How creatives unconsciously design their financial lives around fear — and what it looks like when they finally stop
- The truth behind your current financial setup — what’s helping you quietly grow wealth… and what might be silently stalling you
- What happens when you finally see your full money picture — and feel seen by someone who understands your work, your world, and your goals
- How creatives unconsciously design their financial lives around fear — and what it looks like when they finally stop
- The truth behind your current financial setup — what’s helping you quietly grow wealth… and what might be silently stalling you
- What happens when you finally see your full money picture — and feel seen by someone who understands your work, your world, and your goals
Stress less about your wealth
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