What if you could have a realistic plan to strive to make your financial goals reality? Angie Tejeda, MBA MRFC, provides skilled financial planning services in Wichita to help you do just that.
Clear Answers to Your Money Questions
Everyone’s financial situation is unique, but the truth is some money goals and questions are universal:
Wichita Financial Planning Services
Tejeda Financial is an experienced Wichita financial planning company dedicated to helping you develop an effective plan pursue your financial goals. If you’ve never worked with a financial planner before, it may seem intimidating. But Angie makes the process simple and engaging, so you feel like you’re working with a friend who cares.
Financial Planning for Women
As a female financial planner, Angie is keenly aware of the importance of empowering and educating women to take charge of their finances.
Widows and newly divorced women often face overwhelming decisions and questions about their new financial status. There is a fear of running out of money. If the husband handled all of the finances, the widow may not even have a clear picture of where she now stands financially.
Divorced women face their own set of challenges, with the division of assets and a financial picture that may include alimony or child support. Whatever the situation, Angie uses her compassion and teaching spirit to help her clients navigate these new waters.
Customized Steps to Pursue Your Financial Goals
How Financial Planning Works
A financial planner takes a holistic approach to reviewing your entire financial picture. This includes assets like your home, car, checking and savings accounts. Your financial advisor will discuss your goals, such as buying a house, saving for a wedding, planning for the financial impact of death or another major life event, and more. This information will be used to create a personalized plan with actionable steps you can use to pursue your financial goals.
- Evaluate your current overall financial situation
- Gather data and inventory assets asset
- Set goals
- Develop a financial plan to address those goals
- Implement recommendations
- Review and revise
Why Choose Tejeda Financial
Tejeda Financial empowers you to pursue your financial goals. We act as consultants, not dictators. We’re here to provide advice and education, but ultimately the decisions are up to you. Angie takes a personal interest in her clients and has developed lasting relationships with them over the past 21 years. In fact, some of her clients have referred their children and grandchildren! Financial planning with Tejeda Financial is all about you and your goals.