It has been an exciting week at The Shield Finance — and we are thrilled to officially open our doors starting Monday, March 2nd.
A Big Week Behind Us
Several milestones came together this week that we are proud to share:
- Ryan passed the Series 65 examination — a significant step in the process of pursuing registration as an Investment Adviser Representative. While registration is still pending, this reflects our commitment to holding ourselves to a higher professional standard as we build this firm.
- We rebuilt the website from the ground up to better reflect who we are and the clients we serve.
- We locked in our Founding Member offer — a special introductory rate for the first ten clients who choose to work with us (more on that below).
What We Do
At The Shield Finance, we believe that a strong financial foundation is the first step toward lasting financial stability. Using the SHIELD framework, we provide financial coaching and education designed to help you build clarity around your money, work toward your personal goals, and make more confident financial decisions.
Our services are educational and coaching-based in nature. We do not provide investment advice or manage client assets at this time.
Free Resources — Available Now
We have added a library of free downloadable tools to the website — no email required. Whether you want to get a head start before we work together or simply begin taking control of your finances today, these resources are built for you. Download them here.
Founding Member Offer — Limited to 10 Clients
To celebrate our launch, we are offering a reduced introductory rate on both our SHIELD framework coaching sessions and our ongoing monthly retainer — locked in for your first 6 months — exclusively for the first ten clients to sign up.
This is our way of saying thank you to the people who believe in what we are building from day one.
Ready to Get Started?
We are now booking discovery sessions starting March 2nd. In a discovery session, we will walk through our service offering, learn more about your situation and goals, and see if we are the right fit to work together.
Book your discovery session today — spots are limited and the Founding Member rate will not last long.
Looking forward to connecting with you.
— Ryan Skaggs
Founder, The Shield Finance
The Shield Finance provides financial coaching and education for informational purposes only. Nothing on this website or in our communications constitutes financial, investment, tax, or legal advice. Individual results will vary. Past performance is not indicative of future results.
