Financial
Wellness
starts here:
Did you know money is the number one issue married couples fight about? When it comes to marital problems, money fights are the second leading cause of divorce, behind infidelity.
Don't let this be you!
A healthy marriage includes healthy finances. We provide financial tools and services to help you plan for the future, such as:
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Savings
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Retirement
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Investments
Let's get on the same page together. Find out where you stand with this free assessment!
Ready to Dive In? Here's How We Can Help
Seedtime & Harvest
This program is designed for couples to explore the following areas:
Career, Relationships & Finances.
There we will identify where you are, where you want to be, and what it will take to get you there.
One-on-One
Not sure where to start? Not a problem! We offer customized programs based on your needs. Our consultation is confidential and complimentary!
your
Health + financial coaches
Daisy & Ozzie Alonzo are both licensed financial professionals in the State of Illinois.
Our financial services are complimentary, confidential and customized to fit your needs. There is no obligation on clients' behalf after the free Financial Health Assessment has been delivered.