Ahna Bali

Book a call with me:

Working with us is simple and easy. We work through 4 simple steps will with our clients to help them alleviate the uncertainty around their Financial Security.

1. Define core values and. Vision

2. Highlight risks which could prevent them from reaching their goals.

3. Create A customized written plan to guide their financial decision making.

4. Stay in touch regularly to review customized plans as family and or business evolves throughout the life span of my clients.

We ok forward to partnering with you!

3 Way Call -Recruitment

Its great to meet you. This process only takes about 30 minutes. I find out a little bit about you and then we hop on a short call with one of my busi... Read more

30 minutes

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Debt Management-Business Consulting ( One on One)

This is just a 45 minute consultation to review your finances and to see exactly where you need assistance to either manage debt or eliminate it compl... Read more

45 minutes

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Retirement/Pension Appointment

Welcome! I am here to serve and educate you about your state pension and retirement options and solutions. Here are some links that you may need:CalsT... Read more

30 minutes

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Follow Up Appointment

I look forward to continuing to serve and assist you on your path to financial independence! Navigating the financial space is complicated-let our tea... Read more

30 minutes

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Game Plan Interview-Goal Setting For Newly Licensed Business Partners

Welcome New Business Partners!This is for NEW BUSINESS PARTNERS coming on board to do a Game Plan on how we can assist you to achieve your goals.Look ... Read more

30 minutes

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Business Partner Check In

Training and/or accountabilityYou are in Business for yourself, Not by yourself!

25 minutes

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Personal Financial Review-FNA

Please complete the Homework below and learn about indexed growth tax-advantaged strategies before our next meeting. The resources are very info... Read more

1 hour

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Approval Appointment

Congratulations! This appointment is to review your approval

30 minutes

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Whole and Organic with Ahna B-Nutrition Planning for Kids, Adults and Seniors

At Whole and Organic with Ahna B we specialize in personalized nutrition planning designed to help you achieve your Health and Wellness goals with cla... Read more

45 minutes

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Half Year Review

It’s time for a half year annual check up! We will check in with you 2x a year to make sure that all of your finances are in place or you have the o... Read more

45 minutes

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Million Dollar Baby Ages 0-18

Let's plan your child's financial future today so that they can be worth a million dollars by the time they retire. This plan is perfect for your chil... Read more

30 minutes

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