A Clear Next Step for Your New Beginning
“I watched money stress make hard seasons harder in my own family. That’s why I do this.”
I’m Phil Weiss. I help women starting fresh—after divorce or other big life changes—find clarity, confidence, and control so the next chapter reflects your values.
In a short, focused call, we’ll get grounded in what matters most right now and map your clear next steps—at your pace, in plain English. We’ll use your TEAM of capital—Time, Energy, Attention, and Money—to choose steps that fit real life.
Complimentary for Rewrite listeners.
Who this is for
- Women facing new beginnings: divorce, widowhood, empty nest, or career/life transitions
- Those who want calm, educational guidance—not sales pressure
- Those who want a plan that reflects their values and their TEAM
What we’ll do in 30 minutes
- Identify your top concern and near-term decisions
- Prioritize what matters most (values first, using TEAM so the steps are doable)
- If helpful, take a brief, plain-English look at tax considerations
- You’ll leave with clear next steps and resources to take action
What to bring: Your top questions and concerns, and any deadlines.
Phil Weiss — Registered Life Planner®, CPA, CFA • Founder, Apprise Wealth Management
Need a different time? Use the reschedule link in your confirmation email.