"Tailored To Ensure Your Finances Are Well Dressed"

STOP GUESSING. START MOVING WITH A STRATEGY.

THE FINANCIAL CLARITY ROADMAP

A personalized financial strategy designed to help you understand where your money is going, identify gaps and opportunities, and give your money clearer direction.

✓ Find the Money
Identify where your dollars are going and uncover potential inefficiencies.

✓ Connect the Pieces
See how your cash flow, savings, workplace retirement benefits, protection, and financial goals work together.

✓ Build Your Roadmap
Walk away with clear priorities, personalized next steps, and a strategy designed around where you want to go.

MORE THAN A 60-MINUTE CONVERSATION

Your financial life isn't one-dimensional. Your strategy shouldn't be either.

The Financial Clarity Roadmap begins before we ever meet.

You'll complete a Financial Fact Finder designed to help me understand the bigger picture—your income, expenses, savings, debt, workplace retirement benefits, existing protection, and the financial goals that matter most to you.

I'll review that information before our meeting to identify areas that deserve attention, potential inefficiencies, gaps, and opportunities to help bring the pieces of your financial life into clearer focus.

Then, during our private 60-minute Financial Clarity meeting, we'll walk through what was uncovered, discuss your priorities, and begin connecting those pieces into a strategy you can understand and act on.

The goal isn't more financial information.

The goal is financial direction.

HOW YOUR FINANCIAL CLARITY ROADMAP WORKS

A personalized process designed to move you from scattered financial information to clarity, strategy, and actionable next steps.

01 DISCOVER

Tell Your Financial Story

Complete your Financial Fact Finder and share information about your income, expenses, savings, debt, workplace retirement benefits, existing protection, and financial goals.

02 ANALYZE

Find What Deserves Attention

I'll review your financial picture before we meet to identify potential inefficiencies, gaps, opportunities, and areas that deserve a closer look.

03 CONNECT

See How The Pieces Work Together

We'll look beyond individual accounts and begin connecting your cash flow, savings, workplace benefits, protection, and goals into a more complete financial picture.

04 BUILD

Create Your Roadmap

Your findings and priorities are organized into a personalized Financial Clarity Roadmap designed to give your money greater direction and identify your next moves.

05 CLARIFY

Understand The Strategy

During your private 60-minute education and strategy meeting, we'll walk through the Roadmap together so you understand what was uncovered, why it matters, and what to consider doing next.

You don't have to figure out all the pieces alone.

We'll put the picture together

one piece at a time.

WHAT COULD BE HIDING IN YOUR FINANCIAL PICTURE?

Sometimes the issue isn't that you need to make more money.

It's that the money you're already making may not be working together with clear direction.

CASH FLOW

Where Is Your Money Going?

We look at how money is moving through your financial life and where there may be opportunities to become more intentional with your cash flow.

SAVINGS

Is Your Money Prepared for the Unexpected?

We consider your current savings and liquidity to help identify whether your financial foundation supports both today's needs and tomorrow's goals.

DEBT

What Is Competing for Your Dollars?

We look at how debt obligations affect your monthly cash flow and where greater efficiency may create additional financial flexibility.

WORKPLACE BENEFITS

Are You Using What You Already Have?

We explore how you're currently using your workplace retirement benefits and important plan features you may want to better understand.

PROTECTION

What Happens If Life Doesn't Go According to Plan?

We review your existing protection and discuss potential gaps that could affect the people and priorities that matter to you.

GOALS

Does Your Money Know Where You're Going?

We connect your financial decisions to the short- and long-term goals you've identified so your strategy has a destination—not just a collection of accounts.

Your finances shouldn't feel like six separate conversations.

The Financial Clarity Roadmap helps you see the bigger picture.

Rhonda Smith | HR Director

WHAT YOU GET WITH YOUR

FINANCIAL CLARITY ROADMAP

This isn't simply an hour of financial conversation. Your $297 investment includes preparation, personalized review, education, strategy, and clear next steps.

Financial Fact Finder

Get the Full Picture

A structured financial questionnaire helps organize your income, expenses, assets, debt, savings, existing protection, workplace benefits, and financial priorities before we meet.

Personalized Review

Your Financial Picture Gets Reviewed

I'll review the information you provide before our meeting to identify areas that deserve attention, potential inefficiencies, gaps, and opportunities.

Financial Clarity Roadmap

Your Personalized Strategy

Your findings, priorities, and next steps are organized into a personalized Roadmap designed to help you understand where you are, what deserves attention, and where to go next.

60-Minute Strategy Meeting

Understand the Why

We'll spend 60 minutes walking through your financial picture and Roadmap together so you understand what was uncovered, why it matters, and the considerations behind your next moves.

Prioritized Next Steps

Know What Comes First

Instead of leaving with a long list of things to do, you'll have greater clarity around which financial priorities deserve your attention now and which can come later.

14-Day Follow-Up Support

Time to Process. Room to Ask.

For 14 days following your strategy meeting, you can submit questions related to your Financial Clarity Roadmap as you process the information and consider your next steps.

You're not paying $297 for 60 minutes.

You're investing in clarity before, during, and after the conversation.

FINANCIAL CLARITY REQUIRES MORE THAN LOOKING AT ONE PIECE OF THE PUZZLE.

WHY DAPPER FINANCIAL SERVICES?

I'm Lonzie Greene, and for more than two decades, I've worked in the retirement and employee benefits space, helping manage and support the programs working professionals rely on to prepare for their financial futures.

As a financial professional and life insurance agent, I've also seen another side of the picture—the importance of protecting what you're building and making financial decisions with the bigger picture in mind.

That combination shapes the way I approach financial clarity.

I don't believe your 401(k), savings, debt, cash flow, protection, and financial goals should be viewed as completely separate

conversations. They are different pieces of the same financial life.

The Financial Clarity Roadmap is designed to help bring those pieces together so you can better understand where you are, what deserves your attention, and what questions you should be asking as you move forward.

My role isn't to overwhelm you with financial jargon.

It's to help you see the picture more clearly.

IS THE FINANCIAL CLARITY ROADMAP FOR YOU?

This experience is designed for people who are ready to stop treating their finances like disconnected pieces and start making more intentional financial decisions.

THIS MAY BE FOR YOU IF...

You're earning money, but you're not sure you're making the most of it.
You have a 401(k), 403(b), or other workplace benefits but want to better understand how they fit into your bigger financial picture.
You're saving, paying down debt, building wealth, or doing several of those things at once—and want clearer priorities.
You've accumulated different accounts, benefits, or financial products over the years but don't feel like they form one cohesive strategy.
You want to better understand your financial picture before making your next financial move.
You're ready to organize the pieces and take action on clear next steps.

THIS MAY NOT BE FOR YOU IF...

You're looking for a quick stock pick, investment tip, or “get rich quick” strategy.
You only want someone to tell you what to do without taking the time to understand why.
You're unwilling to provide the financial information needed to properly evaluate your current picture.
You're looking for a one-size-fits-all financial solution.
You're not currently ready to take action on what you learn.

You don't need to have everything figured out before you begin.

That's what clarity is for.

YOUR NEXT STEP

GET CLEAR ON YOUR MONEY.

GET CLEAR ON YOUR NEXT MOVE.

The Financial Clarity Roadmap gives you dedicated time, personalized preparation, and a structured process to help you better understand your financial picture and identify the priorities that deserve your attention.

FINANCIAL CLARITY ROADMAP

$297

One-time investment

Financial Fact Finder
Personalized review of the information you provide
Personalized Financial Clarity Roadmap
Private 60-minute education & strategy meeting
Prioritized next steps
14 days of Roadmap-related follow-up support

No subscription. No ongoing commitment.

You don't need another pile of information...

You need a clearer understanding of what deserves your attention next.

QUESTIONS BEFORE YOU GET STARTED?

Here are a few things you may want to know before building your Financial Clarity Roadmap.

Is this financial planning or investment management?

The Financial Clarity Roadmap is an educational strategy experience designed to help you better understand your financial picture, identify areas that deserve attention, and organize your financial priorities. It does not include investment management or individualized securities recommendations.

Do I need to have a lot of money to do this?

No. Financial clarity isn't only for people who have already accumulated significant wealth. What matters is that you're ready to take a closer look at your finances, understand how the pieces fit together, and become more intentional about your next moves.

What information will I need to provide?

You'll complete a Financial Fact Finder covering areas such as income, expenses, savings, debt, workplace retirement benefits, existing protection, and financial goals. Depending on your situation, you may also be asked to provide relevant financial documents that can help give additional context.

Will you try to sell me life insurance?

The purpose of the Financial Clarity Roadmap is to understand your financial picture—not to predetermine a product. If our review identifies a protection need, we can discuss what that means and potential next steps. Any decision to explore or purchase insurance would be separate from your Roadmap.

What happens during the 60-minute meeting?

We'll walk through what was uncovered during the review, discuss the areas that deserve your attention, and go through your personalized Financial Clarity Roadmap so you understand the reasoning behind your priorities and next steps.

What happens after our meeting?

You'll have 14 days to submit questions related to your Financial Clarity Roadmap while you process what we discussed and consider your next steps.

What if I decide not to move forward with any additional services or products?

That's completely fine. The Financial Clarity Roadmap is a standalone service. Your $297 investment is for the Roadmap process itself and does not require you to purchase another product or service afterward.

CLARITY STARTS WITH A DECISION

YOUR MONEY DESERVES MORE THAN GUESSWORK.

You work hard for your money. Now it's time to understand how the pieces of your financial life are working together—and where your attention should go next.

The Financial Clarity Roadmap gives you a structured process to organize the pieces, establish your priorities, and move forward with greater clarity and intention.

You don't have to have everything figured out.

You just need to know your next move.

One-time investment • Personalized Roadmap • 60-minute strategy meeting • 14-day follow-up support