ASK BREE & LISA - THE WEALTH ARCHITECTS的封面图片
ASK BREE & LISA - THE WEALTH ARCHITECTS

ASK BREE & LISA - THE WEALTH ARCHITECTS

金融服务

Palm Bay,Florida 812 位关注者

Financial Architects building Financial Freedom Plans for Today's High Achieving Millennial Entrepreneurs ??

关于我们

Financial well-being can impact nearly all areas of your life, including your physical and mental health. ?????? ?????????????????? ???????????????? ??????????????: Indebtedness creates two experiences that can be fairly lethal, uninterrupted hopelessness, feeling like there's no way out and shame, which is very isolating. People walk around with secrets and feel not worthy of support. Societies like ours tend to see economic success as a reflection of a person's qualities and economic difficulties as a sign of personal failure. ?? Why is financial stress still so prevalent? ?? Income Disparities ?? Overwhelming debt (or inherited debt) ?? Lack of financial literacy ?? Insufficient savings ?? Uncertain Investment Allocations ?? Stock Market Loss ?? Cultural and Social Pressures/Influences As financial strategist, we’ve seen firsthand how financial missteps can limit both personal and business growth. Our mission? To help millennial entrepreneurs like you take control of your wealth, plan strategically, and break through those financial barriers. We specialize in working with high-achieving millennial entrepreneurs and business owners to: ? ?????????????????? ?????? ????????????: Developing strategies to maximize your income and savings. ? ???????????????????? ????????????????: Understanding how to grow your wealth and secure your future. ? ???????? ????????????????????: Crafting effective plans to manage and reduce debt. ? ???????????????????? ????????????????????: Ensuring you have a solid plan for a comfortable retirement. ? & ???? ???????? ????????! You can make informed decisions that align with your business goals, helping you build not just a thriving enterprise but a lasting legacy. Let’s work together to make sure that as your business grows, so does your financial security.

网站
https://www.askbreeandlisa.com/become-a-biz-partner
所属行业
金融服务
规模
51-200 人
总部
Palm Bay,Florida
类型
个体经营
领域
Retirement Planning、Mentorship、Coaching、Life and Health Insurance、Personal Development、Leadership Development、Communication、Wealth Accumulation和Annuity Specialist

地点

动态

  • 2024: The year we didn’t just survive; we thrived. From grinding like it’s 1999 to balancing that self-care like a pro, this year was all about growth, hustle, and good vibes only. Whether it was chasing dreams, making memories, or learning those life lessons the hard way—every moment was a vibe. Here’s to the wins we celebrated, the L’s we turned into lessons, and the glow-ups that even Y2K kids couldn’t predict. Cheers to closing this chapter and stepping into 2025 with that millennial magic. Let’s make it iconic. Lisa Matthews Breonna Moore #2024WrapUp #GFIIMPACT24 #GOFORIT

  • Start Small, Dream Big: The Power of Investing?? When it comes to building wealth, here’s the secret: It’s not about how much you start with—it’s about starting at all. Too often, we believe the myth that we need thousands of dollars to begin investing. But the truth is, even small investments can grow into something extraordinary over time. It’s about progress, not perfection. Here’s why starting small matters: ?? Compound Growth: Even a little can grow a lot when you give it time. ?? Building Habits: Small steps help you create consistency and discipline. ?? Overcoming Fear: Starting small removes the pressure and helps you get comfortable with investing. Investing isn’t about waiting until you have “enough.” It’s about making your money work for you, one dollar at a time. The best time to start was yesterday. The second best time is today. Your future self will thank you for every dollar you invest today—no matter how small it seems. Take that first step, and let your wealth-building journey begin. Ready to start? DM me for tips to grow your wealth, starting exactly where you are!

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  • Happy Monday! ???? It's the final day of Life Insurance Awareness Month! We'd love to share this link to show you how simple it can be to protect your loved ones. It takes less than 10 minutes to gain peace of mind. ????♀? The best gift we can give our loved ones is the ability to take care of them, even when we are no longer here to do so.???? https://lnkd.in/eUgeJcew

  • Wealth is the New Self-Care, Ladies! ????♀? ?? We talk about self-care like it's all bubble baths and face masks, but real self-care goes deeper. It's about securing your financial future. ?? Imagine the peace of mind that comes with knowing you’ve got your money working for you, your savings are growing, and your financial goals are on track?! ???? THAT’S true self-care! So, what are you doing today to invest in your financial wellness? Let’s talk about building wealth as the foundation of your self-care routine! ????♀????? Breonna Moore ???? askbreeandlisa.com ????

  • Let’s face it, ladies: hustling hard and earning money is just the beginning. Without a financial strategy, you're leaving your future up to chance. ?? Here's why having a financial strategy is essential: 1?? Clarity & Focus: A financial strategy gives you clear steps to follow, so you're not guessing when it comes to saving, spending, or investing. 2?? Prepare for the Unexpected: Life happens—whether it’s an emergency, a career change, or a big life goal, a financial strategy ensures you're ready. 3?? Build Long-Term Wealth: It’s not just about making money today but about growing and protecting it for tomorrow. A strategy helps you build wealth steadily and securely. 4?? Achieve Financial Independence: With a plan in place, you're in control of your financial future—no more worrying, just working toward your dreams. It’s time to stop winging it and start building a roadmap to your financial goals. Whether you’re looking to grow wealth, save for a home, or secure your retirement, a strategy makes all the difference. ???? Ready to start planning??? Click the link in the bio or visit AskBreeandLisa.com to book a time with us. Let's get a blueprint together for you to achieve financial freedom.

  • ?? The Game-Changer You Didn't Know You Needed: ???????? ?????????????????? Life insurance isn't just about covering expenses- it's about ???????????????????? your future, ???????????????????? your loved ones, and ???????????????? generational wealth. ?? Here's how it can significantly impact your life: 1?? Peace of Mind: Knowing your family will be financially secure no matter what happens takes a huge weight off your shoulders. 2?? Financial Protection: It covers everything from mortgage payments to college tuition, ensuring your loved ones don't face financial struggles in tough times. 3?? Building Generational Wealth: Life insurance can help you leave a legacy for your children and beyond, creating opportunities for generations to come. 4?? Affordable Security: With flexible options, you can find a plan that fits your budget while offering protection when it's needed most. Life is unpredictable, but your finances don't have to be.?? Life insurance is a simple yet powerful way to secure your future and provide for those you care about. ?? Ready to take the next step in protecting your future? Let's talk about your options and find the right plan for you. ???? Click the link in the bio or send me a DM! ????

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  • ????♀? Why wish for wealth when you can plan for it? ?? Dreaming of financial freedom won’t get you there, but a solid strategy will! ???? It’s time to stop crossing your fingers and start making money moves. ?? From building a budget to investing wisely, wealth is something you create with intention and action! ????♀??? ???? If you're ready to take INTENTIONAL ACTION, then let’s work together to turn your money goals into a reality. Because a wealthy future isn’t about luck, it’s about having the right plan. ?? Click the link in the bio to book your meeting today!

  • ?? ?????????????? ????????????: "???????? ?????????????????? ??????????????????" ???? ???????? 4-???????? ????????????, ???? ???????? ???????? ???????? ?????? ?????????? ???? ???????? ??????????????????, ?????????????????? ?????? ???????????? ???????????? ???????????? ???????????????????????????? ?????? ???????????????????? ?????? ???? ?????????????? ???????? ?????????? ???????? ???????? ????????????????????. ???????? 1: "?????? ???????? ????????" Life Insurance is often dismissed as being too expensive, but is that really the case? We will shed some light on and debunk the myth of life insurance being out of reach for most people, and show how affordable coverage can really be. ?? ???????? ?????????? ?????? ?????? ???????? ???? ?????? ???????????? ???? ???? ?????????????? ?????? ???????? ?????????? ???? ???????? ?????????????????? ?????? ?????? ???? ?????????? ?? ?????????? ???????? ???? ?????????????????? ????????????????! ?? Streaming on both Spotify and Youtube, Ask Bree and Lisa TV. ?? Breonna Moore Lisa Matthews ?? SIDE NOTE: ??I?K T?E ?I?K T?E ?IO

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