Our Services
Finances touch every aspect of our lives. They inform every major decision we make, for better or for worse. Let’s make sure when we arrive at a crossroads, we decide based on fact, and avoid the noise of fiction. In today’s fast paced world, awash in information and endless sources of that information, we are here to help you separate actionable information from that which you might best let pass.
We also have the opportunity to shift the frame, from “Impossible” to “I’m Possible,” with thanks to Ms. Audrey Hepburn for that succinct inspiration!
That said, it is our goal to go beyond being informative. It feels better, and it is more effective when our time together is engaging, and dare I say: FUN!
We are here to add a little fun into the fundamentals of finance.
Get Financially Fearless™
Financially Fearless is offered as either a Live Event! -or- as a Small-Group, interactive session(s) via Zoom.
Online sessions are limited to a small group of 10 participants, and Live sessions may be limited based on venue, which will always be made clear in the advertisements and booking pages for the event. In both cases, sessions are limited to ensure an interactive experience, while offering a safe space to ask that question keeping you awake at night, keeping you feeling stuck, that no amount of Googling makes clear, for you and how to get out of our own way in our finances, to name just a few.
Discussions are guided by topic, designed to be fun, as well as enlightening. To give you an idea of our general approach to financial education and education about finance adjacent topics, I invite you to check out our notes.
You CAN do this.
You CAN become Financially Fearless.
If it helps, bring a friend with you, and Let’s Get Fearless!, together.
Knowledge Mastery Achievement™
Coming in 2025!! We are delighted to be able to offer Knowledge Mastery Achievement, a bank of concise, prepared materials of our most popular topics. Our plan is to allow clients to purchase individually, or bundle topics to create a path unique to your needs that you can access on your schedule.
Choose a guided path through each topic area, or select those specific areas where you would like to deepen your knowledge or broaden your understanding of financial and finance adjacent subjects.
Juno Unplugged
Cue the lights, and Let’s Talk! Juno Unplugged is our large-group, live speaking engagement focus. Ms. Owen is available to speak on a variety of financial topics tailored for your professional society, your local social group, or for educators, your classroom.
In addition to being informative, it is our goal to keep it engaging, accessible and dare I say: FUN! Really, I mean it!
Schedule an initial consultation, and let’s talk about what you need, and how we can help by offering an engaging presentation!
Focus areas include: cash flow planning topics, goal setting, retirement planning topics, investment topics, basic estate planning topics, integrated estate planning topics, asset allocation topics, insurance planning topics, disaster recovery, topics and basic legacy planning topics.
Juno B2B
Coming in 2025!!! We are proud to offer Juno B2B, a component of our service born from two and a half decades working in the financial industry. We help financial firms identify, then break down the barriers to effective client communication. We offer insights from the “other side of the table”, with focused guidance for client-facing advisors, as well as designing operational improvements to support and enhance client engagement. We can also help with ghost writing, and collateral development.
Initial consultations are complimentary, after which, a pre-agreed, hourly rate will apply. Those engaging Juno B2B for longer-term commitments will benefit from enhanced rates.
