Are you confident looking
at your finances or do you want to run the other way?

If you are ready to take control of your financial future, you're in the right place.

Introducing the Money Date Checklist, a free resource designed to help you manage your finances with confidence and ease. Finally, a distraction-free time to be honest about your financial situation, get inspired by your financial goals and move the needle forward with your finances!

Whether you're nearing retirement or simply looking to enhance your financial awareness, this guide is your first step towards a clearer,
more confident financial path.

Learn what a Money Date is and discover how you can set up your Weekly Money Dates with yourself (or with your partner if you have one!)

INSIDE YOUR FREE CHECKLIST:

Insightful prompts to help refine your financial goals and strategies

Method to keep track of your spending patterns and financial milestones

Discover the peace that comes from having a crystal-clear understanding of your financial landscape! 

Her team has developed a process that puts all the pieces of a financial puzzle together as their clients lives unfold and needs evolve. They call this their Personal CFO FORMula where they focus on what matters: Family, Occupation, Recreation, and use Money as a tool to pursue those goals.

Alissa created the Money Date checklist because she used to be afraid to look at her finances. She had just started her business, juggling student loans, and went into debt investing in a business mastermind. Every week, she forced herself to have a Money Date to understand her financial reality and plan for the future. The clarity she got from these Money Dates was transformative. Alissa realized how important it is to have these regular check-ins. No matter what financial goals you may have, you need to know where you stand today so you can track your progress and make changes, especially in your spending,
as needed. 

Meet Alissa Todd, the Financial Advisor and Personal CFO helping women retire with confidence.

Hi, I'm Alissa!

You need this checklist if you want to finally take control of your finances. You deserve to look at your financial future with excitement and ditch the fear, shame and anxiety around money.

Alissa Todd is a Registered Representative with, and Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors, LLC are separate entities from LPL Financial

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