Your Plan
Planning for Your Future…and Your Today
At ARK, we are women financial advisors based in St. Louis, MO here to help shape your financial life to reflect your core values and goals. We understand that your savings and income must support your objectives, however, we know that being happy and successful is not just about having enough money.
It is about having enough health, time and financial confidence to:
- Relish in family time
- Retire early
- Make a career change
- Start the business you’ve always wanted
- Take your dream vacation
- Watch your kids walk across the stage, score the winning goal, and get married
- Be around to spoil the grandkids
- Create and crush your bucket list experiences
- Live simply
One can have all the money in the world, but have no purpose – no return on life. This purpose-driven financial advice aids our clients to achieve their definition of overall health and wealth.
We offer a no cost, no obligation Financial Wellness Appointment to discuss and understand your background, philosophy, needs, and objectives. We collaborate with you, offering transparency and a fiduciary duty to always act in your best interests.
Call (314) 353-9924, email Lisa, or CLICK HERE to schedule your initial appointment today!
A Financial Advisor Explains…What is a Financial Plan?
Here at ARK Financial Wellness, our goal is to help you enjoy more of life through attaining financial wellness. How do we do this? A financial plan.
Lisa talks about the purpose of a financial plan and how ARK uses it to help you attain your goals.
Be PROACTIVE versus reactive to life – it’s never too late to create a plan to get you where you want to be!
– Lisa Avenevoli, CFP®, CMFC