To help clients achieve holistic wealth with guidance and accountability, Heels & Yield offers an ongoing process that combines financial education with personal financial coaching.GET IN TOUCH
As your financial mentor, I’ll help you realize your long- term goals by maximizing your resources. You’ll learn easy personal finance steps that are also good for your soul.
After completing the Intro Package, where you strategize your financial future and come up with a holistic wealth plan, you may wish to continue working with Angelina to implement those plans.
SAVVY INVESTMENT PACKAGE
With this package, you learn how to be a resilient financial investor (and all about what your financial advisor and insurance agent probably aren’t telling you).
“Heels & Yield makes getting started with managing money and investing as easy as possible. Angelina doesn’t overcomplicate things. Taking small steps consistently has given me more progress over time than the occasional big push from meeting with a financial planner a few times a year.”
“I am so motivated by the vision board I did with Angelina and it keeps me excited to contribute more and more to my financial investment plans each month.”
“I feel a world of difference after working with Angelina vs. traditional financial planners. I began... asking the right questions of my private banker and insurance agent, so that I can reach my financial goals (not everyone else’s). I have also set up all my investment accounts properly and am now making good passive income!”