Chamber members receive a $250 discount on a one-hour strategic financial planning discussion designed to help business owners and professionals gain clarity and direction around their financial picture. Usually a $750 value. 

This session focuses on identifying planning opportunities, uncovering blind spots, and prioritizing next steps across areas such as cash flow, tax considerations, retirement planning, long, and long-term wealth strategy. Members leave with actionable insights and a clearer framework for decision-making.

To redeem the offer:

• Book with our office directly using the “Chamber Member Planning Session” booking link to find a time that works for you: https://outlook.office.com/book/TaliaCyrsBookingPage@WJCMLLC.COM/s/iu8Mt69hG0GfKsGzWHD4GA2?ismsaljsauthenabled

• Email talia@hwapartners.com and reference “Chamber Offer” in the subject line. Prior to this appointment, a financial planning engagement contract will need to sign and the invoice paid. 

Limitations & Restrictions

• Offer valid for Chamber members only

• New clients only

• Limit one discounted session per household or business

• No obligation to engage in ongoing services following the session

Valid through December 31, 2026
(12-month duration)