Building Financial
Confidence
Knowledge brings clarity, clarity brings confidence, confidence brings control
Building Financial
Confidence
You are smart, capable, and
holding it all together
You have built careers, raised families and have been fortunate to accumulate wealth, and life does not always go as planned.
Most of my clients are powerhouse women who are constantly juggling a billion responsibilities all the time with little time to manage their money.
Many come to me after experiencing an event that has taken their financial situation to a whole new level. While in most cases it’s a positive event, it can feel overwhelming, and often requires a more sophisticated strategy to ensure the money is used in the most meaningful ways.
These women want to work with an advisor who appreciates their accomplishments, respects their drive, and works with them as they redesign their path forward.
A planning process built around you.
Most of my clients are powerhouse women who are constantly juggling a billion responsibilities all the time with little time to manage their money.
Many come to me after experiencing an event that has taken their financial situation to a whole new level. While in most cases it’s a positive event, it can feel overwhelming, and often requires a more sophisticated strategy to ensure the money is used in the most meaningful ways.
These women want to work with an advisor who appreciates their accomplishments, respects their drive, and works with them as they redesign their path forward.
A planning process built around you.
The Wealth By Design™ Program
Lifestyle Income Plan
Provides confidence that your money is being used in the most meaningful ways to you.
- Uncover your purpose
- Clarify your priorities
- Crate a legacy vision
- Discuss the options & opportunities
Lifetime Investment Strategy
Flexible strategy to adapt to lifestyle changes and future challenges with ease.
- Growth
- Income Protection
- Estate Planning
- Tax Planning
Women with Drive™ Program
Encourages growth and creates more confidence and clarity in your financial life.
- Exclusive and inspiring educational content
- Engaging events
- Community and support
- Nuggets of knowledge that build financial confidence
Ready to take control of your financial future?
Master Your Finances
Many people struggle with understanding their finances. The truth is that our education system isn’t geared towards teaching us how to navigate our financial lives. My books cover everything you need to know to set yourself up for financial success from the get go! Learn how to save money, budget properly, choose investments, and more!
Master Your Finances
Amy on Amazon
Anonymous on Amazon
Anonymous on Amazon
“I literally could picture her sitting down and discussing each part with me.”
Amy on Amazon
“I was floored by how much I actually did not know and how making small adjusments to everyday life could actually change your financial standing.”
Anonymous on Amazon
Anonymous on Amazon
Veronica Karas Services
Financial Organizing
Veronica will work with you to create a personalized system that works for you, so you can stay on top of your money, make sound investments and make better financial decisions.
Planning Services
Veronica works with individuals and businesses to create comprehensive financial plans that take into account their unique circumstances and goals.
Corporate Speaking
Whether you’re hosting a corporate event, conference, or workshop, Veronica will leave your audience with practical advice and actionable financial insights.