Broker Check

Jessica Catalan

AWMA® Financial Advisor

(480) 889-8971

14362 N Frank Lloyd Wright Blvd
Suite 1390
Scottsdale, AZ 85260

It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

"It takes as much energy to wish as it does to plan" 

~Eleanor Roosevelt, former first lady of the United States

OUR SIMPLE AND LAID-BACK PROCESS

You may be just 3 steps away from your own custom-built financial plan.

1: SCHEDULE A VISIT

We'll have a conversation, see if we're on the same page and decide if it makes sense to continue our conversation.

2: BLUEPRINT MEETING

We'll discuss your dreams and why they are important to you. We can then begin designing your strategy to help achieve them.

3: STRATEGY DELIVERY

You'll receive your custom-built financial plan and we can start moving towards your goals.

WEALTHLINK

Our personalized portal that provides a holistic view of your financial life.

DO YOU KNOW YOUR RISK NUMBER?

Risk Number® technology calculates your risk tolerance, utilizing a scientific framework. By taking a 5 minute quiz, we can pinpoint your risk tolerance. This number can then help you align your current portfolio with your true investment goals and expectations. This technology gives our clients an edge in understanding risk. 

FIND YOUR RISK NUMBER

Retirement resources

How much money will you need for retirement?  What retirement savings vehicles should you be considering? Get answers here.

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Investing insights

Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.

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Money management tips

One of the keys to a sound financial strategy is spending less than you take in. Get tips on budgeting and money management.

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Questions? Let's connect.

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