Maximize Life Today.
Plan for Tomorrow.™
Financial Planning and Strategic Investment Management for HENRYs (High Earners, Not Rich Yet) and Entrepreneurs
Your financial questions answered.
How am I doing financially? What actionable steps can I take to feel more confident and secure with my money?
We answer these questions and more. By exploring together why money is important to you and understanding your current financial situation, we then provide you with tailored actionable insights to accomplish your desires so you feel more organized and in control of your financial life.
Financial organization
at your fingertips
Receive exclusive access to the user friendly Elements® Financial Monitoring app that helps us deliver ongoing advice where you receive quarterly progress reports to ensure you are heading in the right direction.
How We Serve
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Private Financial Planning and Consulting
You get answers to your financial questions and receive a tailored actionable financial plan that aligns with your personal values. You receive full access to one on one strategy sessions, monthly reports, and proactive insights if/when your plan requires updates and also when you reach celebratory personal milestones. Portfolio management services are also available.
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Maximize Membership™ + Coaching
You get financial coaching from a CFP® professional and have access to the exclusive Elements® financial monitoring app. Receive guidance on how to self direct your financial life to gain the clarity you need to make confident financial decisions that align with your personal values to live a more fulfilled life.
Investment Philosophy
We tailor portfolios based on individual client need to better achieve goals. "We believe that investment success should not be tied to uncontrollable forces, such as systematic market risk. An active approach to portfolio management using low correlated and non-traditional investment strategies helps us seek opportunities for returns through all phases of each market cycle."*
I created Galici Financial to do financial planning differently. The financial services industry primarily focuses on product sales and investment returns instead of what truly matters most: YOU.
Before we get into the nitty-gritty details of all of the numbers that are important to planning, I want to learn more about you. What matters most to you? How fulfilled are you in your everyday life? What are you most passionate about? What does living a joyful life look like to you? Once we have our foundation on what maximizing your life today while planning for the future looks like, we then dive deeper into the financial planning process. At that point, I'll learn more about your unique situation and recommend strategies and solutions to help you develop a personal financial plan and take action.
CONTACT US
© 2023 Galici Financial
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Galici Financial is a financial coaching firm and licensed insurance agency which is separate from its role as an investment advisor representative of Portfolio Medics, LLC. Investment advisory services are offered through Portfolio Medics, LLC. Galici Financial and Portfolio Medics, LLC are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial planning/investment advice, nor is it a substitute for financial planning/investment advice. Nothing in this message should be construed as financial planning/investment advice.
*quote from https://www.portfoliomedics.com/about/
