FLOAT TO FREEDOM
START HEALING YOUR RELATIONSHIP WITH FINANCES TODAY
Establish a comprehensive financial plan, so you can roll with the fluctuations of everyday life.
How may I best be of service to you?
If your financial life seems like a daunting topic to address, you’re not alone. Qualified and trustworthy financial professionals, such as CERTIFIED FINANCIAL PLANNERTM professionals like Nikki at The Financial Healer, are an essential resource for the community now more than ever. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for today’s society. “Financial planning” means much more than just investing and managing wealth nowadays. Organizing and evaluating all the pieces of your financial life is a challenging task that shouldn’t be done alone. It can be scary picking who to work with among the vast pool of self proclaimed investment experts out there, but you you can rest assured that CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. We understand the complexities of a fluctuating financial climate and take pride in knowing how to make recommendations that are in your best interest.
Benefits of Financial Planning
Conducting a financial plan takes the guesswork out of managing your finances and helps you map out your goals, so you can understand the implications of each financial decision you make. Everyone’s goals are unique, so it’s important to have a customized plan that suits your specific lifestyle and financial situation (today and in the future).
Most people understand the importance of saving while facing an uncertain economy, but there are so many options for savings and investing today that it isn’t always clear where to start. The Financial Healer will gladly bring clarity to your finances, so you can develop a strategy that is perfect for your specific needs. From that point on it is much easier to make financial decisions, set long and short-term goals, and stay on track. The Financial Healer strives to secure your financial well being and bring you peace of mind.
You know it’s time to seek help from The Financial Healer if you:
- Want to better manage your finances, but aren’t sure where to start
- Don’t have time to do your own financial planning
- Want a professional opinion about the plan you’ve developed
- Don’t have sufficient expertise in certain areas such as investments, insurance, taxes or retirement planning
- Have an immediate need or unexpected life event
Life is Too Short for Financial Hang-Ups
I’m here to help, but before we start, please let me know a little bit more about yourself and how you feel about your finances.
Our Process
01
Understand
We will work with you to collect the necessary personal and financial information to fully assess where you stand today. From there we can discuss compensation and specific terms for the professional relationship.
02
Organize
We will help you organize all your pertinent financial information in order to guide you through developing and prioritizing your own personal goals based on your specific needs. We will also discuss your comfort level when it comes to taking financial risks.
03
Analyze
The Financial Healer will take your entire financial picture into account and determine a roadmap to meet your goals. The analysis may cover your assets, liabilities, cash flow, insurance, investments, estate plan or tax strategy.
04
Develop
Once a proposed strategy is mapped out, we will review our recommendations with you (in plain English) and fully explain our rationale for each. We will address all your questions and concerns and revise the plan if necessary.
05
Deploy
Next, we will agree to a strategy and create an action plan. We will specify how the recommendations will be carried out and who will be responsible for each action item. In some cases, you might be referred to outside third parties, such as estate planning attorneys, insurance agents or CPAs.
06
Monitor
As we work towards meeting your goals, we will hold each other accountable and review your financial plan on a regular basis. It is important to stay on track once your plan is in place. Remember, financial planning is a process and not an event.
Yoga Chikitsa
Yoga as a mode of therapy (Yoga Chikitsa) has become more and more popular and many studies now offer good insight on its potential for alleviating various types of discomfort. Managing finances and confronting bad financial habits can be very triggering, not to mention mentally, emotionally and physically exhausting. That is why we at The Financial Healer are very excited to introduce the added ingredient of spiritual awareness through the power of yoga – to help you heal any financial hang-ups that might be lurking below the surface – while working towards reaching your financial goals. We at The Financial Healer want you to succeed and we want to help you heal and work through anything that might hold you back from reaching your goals and full potential.
It doesn’t really matter what your spiritual beliefs are. Yoga understands health and well-being as a pendulum of human nature and not merely a ‘state’ to be reached and maintained. We want to be there with you during every season of your financial plan. The good times and the hard times. The Financial Healer believes that wealth lies well above and beyond the daily average balance of your bank account. After all, what good is financial freedom without joy?
Let us help you cultivate the best of both worlds. Financial, as well as spiritual well-being.
Lokah Samastah Sukhino Bhavantu
‘May all beings be happy and free, and may the thoughts, words and actions of my own life contribute in some way to that happiness and freedom for all.’
Meet Nikki
For the last twelve plus years, I have been passionate about my career in financial services as well as my personal yoga practice. Not sure why it took so long, but it finally occurred to me that I should merge these two vital aspects of my life. In March 2019, worlds collided and I launched my own financial planning firm, The Financial Healer, to serve the community as a CERTIFIED FINANCIAL PLANNERTM professional and RYT200 Registered Yoga Instructor.
Exactly what is included in a financial plan? A lot of my clients and close friends have engaged in the financial planning process in one form or another, but there’s little clarity around what is actually to be expected. As I embark on this new phase of my career, I want to create a standard of care that I feel confident in bringing to the market, as a means to best serve my community and universe as a whole. The basic tactical elements of my financial planning program will include (and is not limited to): tracking financial goals, investment management, cash flow projections, risk management, estate planning, debt management, and ongoing financial reporting. When looking for financial planning support, make sure you ask for these elements no matter what. And, on top of that, what I am so enthusiastic to bring to my clients is the spiritually-supportive practice of yoga to this journey. I’m sure we can all agree that the financial services industry as a whole can otherwise be so devoid of connection when we’re stuck in the black and white of financial do’s and don’ts. I personally think yoga is the magic ingredient to really help my clients live a life of joy and financial security.
Exactly how will yoga be incorporated? To start, please know that I honor and respect those with all forms of faith and spiritually. As we float along the journey of financial planning I will incorporate meditation, deep breathing and stretching techniques to help alleviate any tension in the mind and body. There will be absolutely no pressure to partake in these yoga techniques provided by The Financial Healer, but I genuinely hope you will find these yoga techniques as inspiring, as empowering and as healing as I did.
Looking for some guidance and peace of mind?
I would love the opportunity to work with you.