Attainable Wealth
1-5
Website Address: https://attainablewealthfp.com/
Short company description:
Fee only, financial planning and money management firm. I work with people who are looking to improve their finances, and as a result, improve their lives. My main goal is to increase your happiness level.
What is the biggest marketing challenge that you will face in the upcoming year?
Bringing on a partner and integrating out styles and ideas.
What differentiates you from the competition?
A flat money management fee. While some large institution charges you 25k per year, I will charge you 12k and you will get a very personal experience with lots of knowledge.
What are your top selling services or products that your company offers?
Focused plan: for $1500-2000, we solve your main pressing money problems fast. For example, should you buy this house or continue renting.
If you had one message to get across to future customers, what would it be?
Money is important. Learn about it. Keep it and make more of it.
