About Financial Life Planning
“It’s about creating financial harmony: designing a financially fulfilling and abundant life.”
What is Financial Life Planning
Financial life planning is the eastern philosophy of financial harmony. It’s about knowing how to make your money work hard for you, and using your money to design the life you want. While money itself may not bring happiness, it will enable you to pursue your goals and aspirations that bring you joy. Achieving financial stability and abundance gives you the freedom to make choices that align with your values and priorities, whether it’s starting a business, travelling, buying a home, supporting causes you care about, or retiring early.
By wisely managing your finances, setting meaningful goals, and making conscious decisions about how you use your money, you can create a financial landscape that supports the life you envision for yourself. That’s financial life planning. That’s financial harmony.
If this is you
You lack clarity on whether you can reach your financial goals and need an action plan to reach them
You want to learn how to best manage your
finances, and grow your wealth
You need guidance in budgeting and savings, and the accountability to stay disciplined
You want to live a financially fulfilling life but you don’t know how to use your money to do this
You want to eliminate stubborn bad financial habits and develop financial habits that lead to wealth
It’s more than just dollars
Step 1: I take the time to understand your current financial situation (Income, Expenses, Assets and Debts) and I will also go in depth learning about your unique financial and life goals.
Step 2: A tailored financial life plan will be created for you which outlines step by step what needs to be done to accomplish your goals. The financial life plan may include: Budgeting and savings plan | investment planning | wealth building strategies | home ownership planning | tax planning | retirement planning | education planning for children, and anything else that is relevant to reaching your goals.
Step 3: I provide you with continuous support and accountability as we continue on your new financial journey together. I’m here to provide support whenever needed to ensure your goals are reached and you are living a financially fulfilling life.
What People Say
“Financial life planning with Stacey completely changed my life! Stacey helped me get clear about my money values and she helped me design a financial life plan that showed me how my money can be working harder for me. The financial life plan showed me step by step how to use my money to design the life I wanted to live. I no longer feel trapped by money and now I get to live my life without the financial confusion and focus my efforts on accomplishing my financial goals!”
Vanessa Smith
“Working with Stacey is one of the best decisions I ever made! Her financial knowledge is incredible and she knows how to explain complex money concepts to me in a way that I can understand. The financial life plan Stacey gave me provided so much clarity on what I should be doing with my money and now I know with certainty my financial goals will be accomplished and I can finally say I am now living a financially fulfilling life.”
Jennifer Carter
“Stacey helped me map out the type of life style that would bring me joy and fulfillment, and she helped me figure out the financial piece of everything and now I know the power of money and how to use it to design the life I want. Thank you Stacey!”
Mariam Khan
Ready to ignite your financial revolution?
There has never been a better time than right now. Dive into your financial journey with Stacey today and transform your financial life
Lifevana 