Sarina Motahedin

2 reviews

I am an independent financial consultant helping you build wealth with intention and feel confident in your financial journey. Education is power, book your complimentary session below.

Meet & Align (CP)

This is a genuine conversation where we get to learn each other’s stories and explore what matters most to you financially and personally. We’ll t... Read more

30 minutes

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Cycle 1: The Wealth Blueprint

This session focuses on the foundations of saving and growing your wealth. We’ll walk through how to build a strong financial base, create healthy s... Read more

30 minutes

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Cycle 2: Protect & Prosper - Financial Needs Analysis

In this session, we explore how smart tax strategies and financial protection work hand in hand to strengthen your wealth foundation. We’ll look at ... Read more

1 hour

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Let's Build Your Plan

Now that we’ve explored your goals, it’s time to put structure behind them. Together, we’ll review your FNA results, walk through your tailored ... Read more

1 hour

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Join the team!

This call is for those curious about building a purpose-driven career in finance.We’ll talk about how our team works, the kind of impact we create, ... Read more

45 minutes

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Mentoring Hour!

A focused mentorship session designed to support your growth and leadership within the team. We’ll review progress, refine your approach, and work t... Read more

30 minutes

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15mins Catch up!

A quick 15-minute catch-up with Sarina, just to reconnect or touch base.Whether you have a quick question, need an update, or just want to check in, t... Read more

15 minutes

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