Balancing responsibilities related to work, life and money is challenging. The better you understand how to manage your wealth, the more prepared you will be to prioritize your goals and fund your dreams. A sound Financial Plan organizes your finances to help make management easy and effective.

Steve Lee, Financial Advisor has partnered with Whitney Bullock, Financial Planning Manager with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC and invites you join them at this upcoming workshop.
The session will cover:
• The importance of improving work, life and money balance
• How net worth, cash flow, investing and money management determine your financial well-being
• Components of a customized Financial Plan and how to create one

Kinecta Wealth Management is a financial advisory practice of Ameriprise Financial Services, LLC. 

Financial advisors of Kinecta Wealth Management are employees of Kinecta Financial & Insurance Services, LLC who are registered with Ameriprise Financial Services, LLC (AFS) to offer securities, advisory, and insurance services. Kinecta Wealth Management is a brand name used by AFS financial advisors and is not a separate legal entity. AFS and Kinecta Financial & Insurance Services, LLC are separate legal entities and not affiliated (neither company is partially or wholly owned by the other).

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.

Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

 Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.