"Tailored To Ensure Your Finances Are Well Dressed"
"Tailored To Ensure Your Finances Are Well Dressed"
FINANCIAL CLARITY STRATEGY SESSION
A Structured 60-Minute Strategy Review for Working Professionals Serious About Building Wealth Intentionally
Uncover What’s Holding You Back
Clarify Your Goals and Priorities
Architect A Strategy
THIS IS NOT A DISCOVERY CALL
This session is reserved for individuals who want structured financial analysis and clear strategic next steps - not surface-level conversation.
You are reserving dedicated time for education, guidance and strategy.
Rhonda was looking for guidance to get into investing...
“I worked with Lonzie on borrowing against my savings in order to invest in real estate. I flipped the money for more than I expected. It was like making money in my sleep. I was very happy with that deal and it was very successful.
I am very proud of myself for taking those steps. I stepped out in faith in fear but in the long run it paid off and was very successful. I will be doing this process again.
I just want to thank Lonzie for that.”
Rhonda Smith | HR Director
This Session Is For You If:
You earn $70,000+ annually
You have a 401(k), 403(b), or retirement account
You want clarity on life insurance strategy
You value structure over free advice
You are serious about financial independence
You are willing to complete required preparation
What We'll Accomplish In 60 Minutes
Insurance Strategy Alignment
Retirement Plan Structure Review
Cash Flow & Liquidity Conversation
Risk & Protection Assessment
Clear Next Step Action Plan
Preparation Required
Retirement Plan Statements & Summary Plan Description (if applicable)
Existing Insurance Documents (if applicable)
Completed Financial Clarity Questionnaire
Identify your top 3 financial concerns
Your Investment
Financial Clarity Strategy Session
60 Minutes
$127
You session investment will be credited toward any ongoing planning or policy engagement
What We'll Accomplish In 60 Minutes
Insurance Strategy Alignment
Retirement Plan Structure Review
Cash Flow & Liquidity Conversation
Risk & Protection Assessment
Clear Next Step Action Plan
Limited Weekly Availability
Due to limited capacity, strategy sessions are offered in select time blocks each week
Reserve Your Financial Clarity Strategy Session
Who You'll Be Working With
Lonzie Greene is a retirement plans strategist and wealth architect with 20+ years of experience in employer sponsored retirement plnas and financial strategy.
As both a corporate strategic director over Benefits and Financial Wellness and a financial services professional, he specializes in helping working professionals structure retirement accounts, protection strategies, and long-term wealth plans with clarity and intention.
This session reflects the same structured approach used in corporate-level retirement oversight-applied to your personal financial life.
"Tailored To Ensure Your Finances Are Well Dressed"
"Tailored To Ensure Your Finances Are Well Dressed"