Ariel Lee Email & Phone Number

👋🏼Hi, I'm so glad you're here! Unlike most people, I didn’t have a financial advisor before becoming one. Despite making a great living in my first career, I had this mindset that I wasn’t “good enough” or didn’t qualify to work with a financial advisor and found the process SO intimidating. Now, I realize I was WAY overthinking it and know that financial planning is accessible (*whispers* and necessary) for everyone.I didn't grow up wealthy and without much financial education I learned the hard way how impactful financial decisions can be. So...I became my own financial advisor and now help others demystify the “scary process” of strategic planning, too.I find most people ignore their finances until a big time of transition.Examples:🦄Job changes (probably the most common...I can help you explore your options for your old employer retirement savings plan)🦄Lifestyle changes (happy things like marriages and babies...and not so happy things, like divorce or inheritance due to a death in the family)🦄...Or maybe you already have an FA (maybe they were your parents' guy/girl, but you're not vibing...)There are more, but those are the most common.I can help you assess your current financial situation and create a strategy for where you’d like to be, all with a zero-judgment approach and practical solutions. We’ll move closer to your short and long-term financial goals one step at a time. The key is to get *organized* (I promise it's not as tedious as a closet clean out!)When I’m NOT working, you can find me with my husband, John, and our teenage daughter, Mya, cooking (possibly having a little wine🍷) and spending time together with our Yorkiepoo, Coco, at our feet! I also love a nice beach vacation with no agenda and getting lost in a good book.I’m excited to work with new clients locally AND remotely! I'm currently licensed in 28 states (and always happy to add more!) Give me a call at (864) 590-5343 or send a direct message. I can’t wait to get to know you! 🤗P.S. If you’re a fellow advisor who’s stalking my profile wondering how the heck I get 95% of my clients from LinkedIn…in the immortal words of Kelis from the 2003 millennial classic “Milkshake”… “I could teach you, but I’d have to charge” (just shoot me a DM, I don’t bite ❤️)/COMPLIANCE:2024-6960/

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  University Of North Carolina At Charlotte