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TGI Financials is the financial planning firm for

high-efficiency side-hustlers 

concentrating high amounts of energy to make their

dreams a reality.

Bring excitement back into your life by collaborating with a financial professional to align your money with your goals.

Meet Us

Two Planning Approaches

Analysis-Based Planning

Three-month financial planning process designed for an in-depth analysis of your spending plan, insurance coverage, investments and debt management. Our first session will be 90 minutes spent discussing your current financial position, which will set the foundation for the next three months. The completed financial plan will give you a clear, actionable direction for where to go next in your finances. While this is the recommended starting point for newcomers, this can also be a stand-alone component for individuals seeking one-time professional advice to implement on their own.


Goals-Based Planning

In two highly collaborative sessions, we will identify what you are most passionate to accomplish and create the step-by-step outline for how you want to get there. Each of the following sessions will be check-ins on your goal progress. These one-hour sessions are designed for you to share breakthroughs, seek advice, and make adjustments. Every conversation will be paired with professional financial advice and life coaching for the most effective implementation of the goals you establish. 

Next Steps

Discover TGI Financials

Get a sense of who we are and what we do you for our clients.

Team

See Pricing Structure

I will always be transparent with you - that includes prices. No surprises.

Price

Schedule Introductory Call

If this resonates with you and the price fits, schedule a time for us to chat.

Schedule