09/16/2026
💰 Ready to feel better about money?
Let’s turn financial stress into financial clarity!
I’ll help you create a clear and practical plan for your money, taxes, savings, and retirement goals—without guilt or giving up the lifestyle you enjoy.
Introducing Veronica’s EZ Financial Wellness Coaching.
This personalized coaching is designed to help you step back, look at your overall financial picture, and identify the areas that deserve the most attention.
How it works:
Step 1: We’ll meet over zoom to discuss your financial goals, challenges, and your current financial standing.
Step 2: I’ll create a clear and realistic plan that works for you, and discuss it in detail over zoom.
You’ll leave with:
🎯 Clear financial priorities
📈 An assessment of your retirement readiness
💡 Tax-focused retirement considerations
📋 A personalized Financial Roadmap
Your financial future deserves more than guesswork.
Let’s replace uncertainty with clarity, education, and a plan!
This two part financial wellness coaching is only $497.
Call or text now to book your appointment!
👩💼 Veronica Rodriguez, EA
📱 619-358-4403
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*Financial coaching is educational and does not constitute investment management or individualized securities recommendations.
*Investment management and securities recommendations are not included. When additional specialized analysis is appropriate, I can help you identify what type of professional or additional service may be needed.