So, what does financial wellness mean, exactly?
Financial wellness is the process of creating a healthy and holistic outlook on money by acquiring not only the financial skills it takes to make lasting changes, but also by learning to understand and harness the emotional connection we place on our money, thereby reducing the stress and anxiety that financial troubles can cause.
KI FINANCIAL CAN HELP
RELIEVE STRESS
Financial troubles can cause feelings of overwhelm in so many aspects of our life. Ki Financial takes a different approach when looking into solutions, including diving into the emotional connections we make to our money and how we can use those to our advantage.
GAIN CONTROL OF YOUR FINANCES
Planning for the future, overcoming debt, preparing for life changes. All of this can be hard without guidance. We help you gain the skills so you can tackle any of this and more with confidence.
LEARN SKILLS, FIND BALANCE
Financial education and literacy are the major keys to success in today's world. Whatever your starting point and goals, we have the expertise and resources you need to make informed decisions and achieve your goals. Contact us today to learn more!
About Deanna O'Neal, AFC®
Deanna O'Neal is the Chief Financial Educator and owner of Ki Financial.
As a financial educator for the last 22 years, I have been able to help individuals, families, and businesses gain literacy and understanding of their personal finances. Acquiring experience in all financial sectors including a large financial firm, managing a non-profit office, working for a small business and then starting and running my own businesses, has given me the ability to offer well rounded financial education to all my clients. It is my mission to bring financial literacy to everyone, helping them become their best self.
TESTIMONIALS
Rachel B.
I've been meeting with Krista and Deanna for a few years and cannot express enough how much they have taught and helped me with my personal financial situation. They helped me figure out ways for me to manage and pay off existing debt I had. Not only did this help me to better manage my finances and spending, it also helped build my confidence!
Edward M.
I never thought I could actually save money. Ki Financial not only showed me how to save, but how to actually begin thinking beyond today and how I start thinking about my future.
James A.
I always felt great anxiety when it came to financial matters. Ki Financial, specifically Deanna, helped me to understand why I feel that way and taught me a new way of looking at and understanding of money. I am happy to say there is no more anxiety. Now I am financially stable and am now saving.
Annette H.
I am so glad I had Deanna help my business. She was able to create an amazing program for my employees to learn about their finances.
MANAGE YOUR FINANCES WITH CONFIDENCE!
Our main focus is educating clients by teaching tools to help everyone tackle their next challenge with confidence and the resources to succeed.
KI FINANCIAL HELPS:
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Individuals
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Couples
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Families
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Business Owners
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Active Military / Veterans
SERVICES:
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Debt Reduction Package
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Newlywed Package
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Young Adult Fianacial Introduction
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Business Finance Coaching
STEP 1
Find an appointment time that works for you and the other key players in your financial household, your spouse or partner, parents or children. It's important to have open household dialogue regarding finances.
STEP 2
PREPARE FOR OUR MEETING
Review the instructions for collecting all the important information we will review in the meeting. A comprehensive look takes a little organization beforehand. Be mindful that talking about finances can bring up unexpected emotions.
STEP 3
WRITE DOWN YOUR GOALS
During our meeting we will review your current financial standing and your primary goals are. This will give us all the information we need to begin to develop a clear and thorough plan for you.