Alissa Todd Email & Phone Number

Schedule your free Initial Introduction Call: https://go.oncehub.com/introcall Sign up for the free Guide to Student Loans masterclass: https://studentloans.alissatodd.com/Are you a busy and ambitious woman with big dreams who’s brilliant at what you do?Do you feel frustrated and overwhelmed by the idea of financial planning, investing and how to work toward future success and make your money work for you? Are you unsure where to even start or if you are on the right track?Have you been crossing your fingers and hoping that your “one day I’ll figure it out” won’t be one day too late?Have you felt like finances are a burden, especially because you feel like you SHOULD know what to do?Would you like to have a strategic financial road map and a Personal CFO working with you directly to design a plan for your goals, seek to build generational wealth, and to make sure your money is working for you? Do you want to work toward financial success and take the guesswork out of your finances?If so, I can help. Schedule your discovery meeting using this calendar link: https://go.oncehub.com/alissatoddThe Personal CFO Strategy & Planning is a valued custom process done-for-you and with you to strategically plan for your financial goals. From getting your financial house organized to creating an investment strategy that is aligned with your values and setting a target income number, so you know exactly how much your business needs to earn for you to pursue your goals – we cover it all. Support and accountability is included in our process. As your business evolves, life changes, and family grows, your financial plan will evolve with it to make sure it’s always personalized to your needs and milestones. Our team of financial advisors, administrative associates, and strategists come together as your Personal CFO Team. I’m not a “Money Coach” - I’m a financial advisor who’s made it her mission to help high achieving women with massive goals in life to create generational wealth.Why?Because great things happen when women own wealth…we can hire team members, we can hire support in our households, we can take time away from our business to be present with our families, we can give to charities close to our hearts, we are putting money back into our local communities and economy.Schedule your discovery meeting using this calendar link: https://go.oncehub.com/alissatodd

Listed skills include Time Management, Social Networking, Teamwork, Reliability, and 20 others.

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  San Diego State University-California State University

  Junior