Shawna Roberts ~ Aligned Wealth
*Please note that my regular schedule has shifted for the summer. Send me message here and we will find a time that work for us both.
Welcome!
I am looking forward to connecting with you! I'm excited to discover how we can work together to create your financial plan that feels supportive and inspiring.
My approach is holistic and based on empowering you every step of the way. We often begin with a financial education session so that we are on same page as we move forward to create your plan.
Book a call below:
*Or contact me if you need another time to fit your schedule.
There is no fee for my services. All meetings are complimentary.
This time has been reserved just for you. If you need to reschedule or cancel, please complete the change via your booking confirmation email.
In Abundance
~Shawna
Training Call
Thank you for supporting our new agent in training!As a guest client - there is no preparation needed for this meeting.I will introduce what we offer ...
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1 hour
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15 Minute Discovery Call - Start Here!
Start Here!Your Discovery Call will give us the opportunity to discuss your needs, how I can best support you and make sure we are a good fit.I look f...
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15 minutes
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45 Minute License Chat
Are you interested in joining our mentorship program and getting your license as a financial broker?I am excited to talk to you about joining our insp...
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45 minutes
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60 Minute Follow Up
Book this time with me for 60 minutes to follow up on steps to ensure your financial plan is successful!
1 hour
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