Let's Get You Where You Want To Be!
As a certified Financial Risk Manager, I offer personal financial planning sessions. Every client leaves with a plan, personal budget and spending tracker. Let me help you with budgeting and diversifying your portfolio. Maybe even taking a little bit of a risk too!
30 Minute
Standard ConsulatationPer Session
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Budgeting
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Saving Plan
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Debt Repayment Strategy
1 Hour
Standard ConsultationPer Session
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Budgeting
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Saving Plan
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Debt repayment strategy
30 Minute
Premium ConsultationPer Session
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Everything included in standard
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Joint Planning
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Investment strategies
1 Hour
Premium ConsultationPer Session
-
Everything included in standard
-
Joint planning
-
Investment Strategies
Have a friend? 20% off if they book with Rica
Referred to Rica? First 30 minutes is free
Why Choose Rica?
Each client walks away with:
A Personalized budget
Every client leaves with a personalized budget made to meet their needs.
A list of actionable items
As a way to keep us on track each client leaves with a lost of items they can do to stay on track.
Confidence
Get ready to make those moves, after consulting with us you will have the confidence when it comes to financial decisions.
Access to our experts
We're here for you when you need us, our experts can be reached anytime.
What are people saying...
After years of planning my own finances and not really knowing what I was doing, I reached out to Antoinette because she seemed nice, knowledgeable and honest. I was right. Antoinette broke my financial strategy down into four areas: short, middle, long term goals & debt. I was really impressed with her. I recommend talking to her to figure out what is best for you. The first consultation is FREE!! You honestly will not regret it!
After my initial consultation with Antoinette, I left feeling reassured after reviewing my financial goals. Antoinette made sure that all the information presented was accessible – something she strives to do for all. When speaking with her, you can automatically tell that this is her passion; to help others manage their finances. If you’re someone like me who has no idea how to get started, Antoinette will ease you through the process. Don’t hesitate to schedule your consultation.