Angela takes on a limited amount of clients on a private bases. Services range from Strategic Portfolio Creation and Stock Analysis to Business Consulting and Marketing Management. 
LIMITED TIME OFFER: USE CODE  'CORONA' FOR 30% OFF

 Strategic Portfolio Insight & Creation 

We get it, there are times when you don't want to take an online course, or go to an all day seminar. Your financial situation is unique and you'd like a more tailored personal strategy for your wealth plan. 

If this happens to be your situation, we're here for you. 
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How we work with you: 
Over the course of 5- 10 weeks Angela determines your investment profile and creates a unique wealth strategy for you. During the program we send you a series of updates on companies and investments that match your risk/investment goals. 

At the conclusion of the program we compile a list of potential assets. This  personal "catalogue" will have financial projections and data ranging from growth to value assets. At the completion of the program you would have found 6-10 investments that specifically speak to your needs and goals.
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Here's what you get:

• Custom investment catalogue ranging in stock/fund investments in different industries. Some offering dividends. 
• Asset accumulation suggestions for hidden markets
• Comprehensive performance analysis 
• Compound interest projections for conservative to stellar performance 
• Rebalancing metrics
• Personal attention from Angela and her team to analyze any company or security of your choice
• Total value of this knowledge is $10,000 

Investment starting at: 3 payments of $1,750 or 1 pay of $5,000 ($250 savings) 

An investment in yourself is the greatest investment any one could make.
​- Angela E. Matthews

YES, I'D LOVE TO WORK 1-1 WITH YOU TO REACH MY GOALS

What happens after you join? 

 1. You receive a new client email and contract within 24 hours 
2. We send you a custom 6 question intake form to asses your risk profile and goal timeline along with a calendar to schedule your 1-1 call
3. We start evaluating companies and sectors based on your defined goals (custom portfolio creation only)
4. We have a checkin call to make sure we're covering your goals and aligned with your personal track based on a sample evaluation
5. We continue to go deeper, giving you better performance analysis on other sectors or companies (custom portfolio creation only)
6. We send you your "custom catalogue" with curtailed investment opportunities along with potential growth metrics (custom portfolio creation only)
7. Together, you and Angela hop on a call to evaluate the investments chosen for you and next steps (custom portfolio creation only)

YES, I'D LOVE TO WORK 1-1 WITH YOU TO REACH MY GOALS