Book a free appointment with Ji Khalsa or Jeannie Pond for personalized financial coaching that empowers you to protect what you’ve built, grow it with purpose, and achieve your goals.

​

Whether you work with Ji or Jeannie, you’ll get clear, judgment-free guidance tailored to your life—not a one-size-fits-all formula.

​

What We’ll Cover

 

Your session can include:

​

• Retirement income and protection planniny

• Guidance on life insurance and annuities

• Investment strategies (with Ji, in her role as a fiduciary for managed investment accounts)

• Budgeting and debt management strategies

• Credit-building and credit repair strategies

• Any financial questions or concerns that are on your mind
   

Why Work with Us

​​

• Completely Free: All consultations and educational resources are provided at no cost.

• Judgment-Free Zone: We understand everyone’s financial journey is unique. Our goal is to support and guide you without judgment.

• Tailored Strategies: Together, we’ll create a plan that fits your specific needs and goals.
   

Let’s Get Started

 

Your financial wellness journey begins here.

​

Book your free appointment now and take the first step toward a brighter, more secure future.

​

We look forward to working with you!