Feel Good
&
Invest
We believe that generational wealth is our legacy. It is more than money. It is our mindset, knowledge and everything that we pass down to the generations behind us. It requires alignment of our mind, heart and investments to create a life that makes us feel good.
Personal
Financial
Plans
Recognize how to budget, save and invest in goals
Why: A financial plan builds confidence and provides guidance on how to achieve goals. It helps you understand how you can make your money work for you through saving and investing.
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Benefit: A plan on how to achieve goals starting today.
Business
Financial
Plans
Understand business cashflow and expenditures
Why: A business financial plan provides insight into how money is being spent and invested toward business goals. This insight improves cost management and guides implementation of business strategies that can help increase profit.
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Benefit: A plan on how to start, grow and improve your business.
Investment
Management
Invest with someone who cares about your goals
Why: Having a professional implement your financial plan and manage your investments helps you stay on track while providing ongoing investment management support and guidance to help you achieve your financial goals.
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Benefit: You can have an experienced professional create and manage an investment portfolio that makes you Feel Good
Wellness
Sessions
Feel good while creating generational wealth
Why: Creating generational wealth forces you to face your internal belief system about your self-worth, values and power and this may require non-financial support to help you work through the emotions that arise while achieving your financial goals.
Benefit: Therapeutic support to help you work through the fears, worries and doubt that arise while creating wealth.
Our Fees
Feel Good Investments aims to provide affordable financial wellness services through the following fee structure:
Financial Plans = Varies by type of plan (see brochure)
Wealth Management = 0.60% (see brochure)
Wellness Sessions = $
More details on our financial planning and asset management fees are in the brochures below.​
