More than just a mood, Money Moods provides financial strategy.
Women need different types of financial support at different times in their lives. Job changes, divorces, children, and aging parents are just a few of the critical details that can significantly impact financial footing.
For financially independent females who already have taken advantage of the Money Moods program or who are interested solely in investing or insurance, we provide dedicated support through strategy, management, and guidance on decision-making depending on your needs.
CERTIFIED FINANCIAL PLANNER™ professional and President of Outrigger Financial Jenne Sevilla is a solutions-oriented wealth management advisor and investment coach committed to helping women make smarter choices on their journey to transforming their financial futures.
Find a service that fits your focus.
You’re further along in your financial development process but could benefit from consistent guidance on performance monitoring, tactical portfolio adjustments, and market condition changes. Your unique needs require a customized approach with disciplined management of your risk tolerance, timeline, and goals.
Our Investment Only service monitors your portfolio regularly, reviewing your investment strategies to ensure they appropriately align with your objectives.
Benefits
- Semi-Annual Maintenance Sessions
- Customized Investment Strategy
- Portfolio Management
- Monitoring, Rebalancing & Tactical Changes
- Community Event Access
Despite everything else you’re managing, you have a clear understanding of the importance of routinely reviewing existing policies to ensure proper coverage for life, health, disability, long-term care, liability, home, and automobile. Your unique needs require a customized approach with disciplined management of life changes so that your policies protect and support you.
Benefits
- Semi-Annual Maintenance Sessions
- Customized Insurance Strategies for Life, Disability & Long-term Care
- Review and Evaluation of Existing Policies & Annuities
- Guidance on Annuities, Risk Management, Estate Planning & Income Taxation
- Consultation on Financial Planning, Income Taxation & Retirement Planning
- Guidance on Underwriting & Legal Consideration
- Community Event Access