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Noelle Otersen Loparco

Book a call with me:

Life & Medicare 101

We will review your current Life Insurance policies and Medicare plan - if any, any potential changes in the upcoming plan year, and whether the curre... Read more
1 hour, 30 minutes
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Personal Consultation

A brief, engaging meet up where we get to know one another, ask questions and lay the foundation for creating your unique financial success plan, tail... Read more

Healthcare Plans

Review of healthcare plan options tailored for you. We’ll go over side-by-side comparisons, cost savings (typically 25–40%), and confirm that your... Read more

Holistic Financial Strategizing

You and I will discuss your personal financial goals. Together, we will cultivate, design and implement an easy-to-follow plan to suit your unique tim... Read more

🌱 Seeds of Profit

Financial Foundations MeetingThis is where it all begins. Whether we meet at your kitchen table or walk the land together, we’ll take time to unders... Read more
2 hours
$100.00
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🌿 Roots & Records

Setup + Strategy SessionLet’s roll up our sleeves and build your financial foundation. We’ll clean up your books, organize your records, and imple... Read more
2 hours
$300.00
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🌾 Harvest Check-Ins

Ongoing Bookkeeping + Strategic SupportYour business runs in seasons—and so should your financial care. Through regular reviews, reconciliations, an... Read more
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