We help you build a solid financial foundation. Providing you the confidence and resilience to pursue your goals.
Meet the Founder
Stephanie Nelb, Wealth Strategist and Bank On Yourself® Professional, is passionate about helping ambitious couples achieve their financial goals. Her journey into wealth-building began with a passion for creating financial freedom. Before starting her company, she had already begun building a real estate portfolio to diversify her income and utilizing the Bank On Yourself strategy to build her savings.
However, life had other plans. Despite her success in the corporate world, she faced an unexpected layoff. But thanks to the financial foundation she had built, she was better equipped to handle this setback. The Bank On Yourself® policy provided a safety net that still grew while she leveraged it. This allowed her to weather the uncertainty while continuing to grow wealth.
This experience reinforced her commitment to helping others achieve financial stability and freedom through a personalized approach. At Foundational Wealth Builders, we guide young professionals and families in creating personalized wealth plans that help them achieve their financial goals.
“My mission is to empower corporate professionals with the tools and strategies needed to build a secure financial future.”
Our Process
Our personalized financial strategy process begins with a no-obligation discovery call. During this initial conversation, we'll explore your unique financial situation and goals. This approach provides valuable insights tailored to your needs. We help you gain a deeper understanding of options for building wealth and protecting your family's future. If our approach aligns with your objectives, we can discuss a customized financial solution.
Discovery Call
Our journey together always begins with a discovery call. This 15 minute chat allows us to get to know each other and both determine if working together will be a good fit. There is no commitment required on this call.
Financial Analysis
We dive into an hour long discussion about your financial situation and your goals. This helps us to understand what you would like your financial situation to look like so that we can help craft a strategy to get you there.
Personalized Strategy
After consolidating all of the information from your Financial Analysis, we regroup to present you with your own Personalized Strategy that helps you meet your goals.
Implementation
After reviewing your Personalized Strategy, let’s turn it into action. We will take the steps together to help implement what we’ve discussed.
FAQs
-
We understand your concern. Building a strong and trusting relationship is paramount. Our focus is on providing you with clear, concise information and personalized strategies that empower you to make informed decisions. We prioritize transparency and strive to build a relationship based on mutual understanding and a shared commitment to your financial success. Even after we have implemented your strategy, we continue to check in with you every 6 months (and any other time you need us) to ensure you continuously feel confident about your financial future.
-
We start with a complimentary consultation with no obligation. We'll discuss your financial goals and explore how our approach can help you build a secure future. You'll then receive a personalized strategy with transparent fees before any engagement begins, allowing you to make an informed decision. Clients often find that the growth they experience significantly overtakes the fees over time; these fees are also fixed and cannot increase on you after the engagement begins.
-
That's great! We understand that you may already be working with a financial professional and we are happy to work with you and your financial advisor. A second opinion can provide valuable insights and ensure your current plan is aligned with your evolving goals and risk tolerance. Our initial consultation is complimentary and offers no obligation.
-
We understand that navigating the complexities of the financial world can be overwhelming. Our goal is to simplify the process and provide you with clear, concise, and actionable insights. We focus on personalized strategies that address your specific concerns and help you make informed decisions.
