Jessica Holm
Book a meeting with me:
First One on One Meeting
In this First One on One Meeting, Jessica will welcome you and provide a concise overview of how our services help individuals and families learn how to make their money work for them.
Expect a personalized, 60-minute session with a focus on your goals, offering actionable next steps and clear answers to your questions. Attending will give you clarity on our offerings and how they can support your financial objectives.
Follow Up Meeting
Follow Up Meeting with Jessica is a 45-minute session to revisit questions about joining the business or becoming a client.
Attendees can expect concise answers, a clear outline of next steps, and practical information to help inform their decision.
Expert Financial Analysis
This is where we gather financial information to create a customized plan for the client.
We just need a basic overview of your income, expenses and goals.
Client should be prepared with the following information:
- Income (Gross/Net) and last year's tax refund/payment
- Basic monthly expenses, insurance, groceries, fuel, etc.
- Debt balances, payments and interest rates
- Assets, savings programs, retirement accounts, investments, etc. (Statements for each is helpful)
- Life insurances in force and face amount, payments and cash values if any. (statements for each is helpful)
- Retirement goals, age, monthly income desired during retirement.
Client Plan Presentation
CLIENT PLAN PRESENTATION is a 90-minute session for clients who have completed an Expert Financial Analysis to present your custom plan.
I will walk you through each recommendation, answer questions, and provide clear next steps so you leave with a full understanding of the strategy and your implementation timeline.
New Agent Launch
Let's get started on your new future!
Start with your goals and what you need to do to accomplish them!
Agent Support
AGENT SUPPORT is a one-on-one session of up to 60 minutes designed to assist agents with any need. You can expect focused guidance, quick problem resolution, and practical next steps to ensure you are well supported.
