Build your pathway to financial freedomLifelong abundance is more than possible—it’s learnable.Work with us to create a purposeful roadmap for fulfilling your highest aspirations.

Do you know the difference between financial independence and true financial freedom?

Eliminate the constraints of having to work—that’s financial independence.

Other financial planning systems may help you gain financial independence. But Opal is known for helping clients like you achieve true financial freedom—which goes far beyond data points.

Financial independence occurs when your accumulated assets generate enough income for you to live without working. You know when you reach that point because the numbers tell you—and it’s a great accomplishment. But it’s only one part of our life-changing Opal Essence process.

Choose and enjoy the life you truly want to lead—that’s financial freedom.

No standardized system or automated approach can replace Opal’s uniquely structured guidance. Through years of assisting clients like you, we know that most of us have deeply ingrained habits and behaviors that hold us back from accomplishing everything we want.

Opal integrates proven techniques for reaching financial independence with an individualized process for helping you establish money habits that support you in fully enjoying your wealth—while leveraging it to accomplish your highest aspirations.

Financial Independence

TODAY

Financial Planning

Estate Planning

Performance Coaching

1 /

CULTIVATE THE RIGHT MONEY HABITS

Develop effective behaviors to build and maintain wealth.

2 /

ESTABLISH A MINDSET OF SUCCESS

Transform limiting money beliefs into drivers of accomplishment.

3 /

SUCCEED AT MAKING YOUR MARK

Use the power of purpose to achieve your highest aims.

Our Opal Essence Process

Comprehensive Support for Your Personal Success Story

Your personalized roadmap leads to a life of freedom, joy and abundance. When you choose Opal Wealth Advisors, you gain a partner in purpose. Together we create a flexible, customized plan for achieving financial independence and financial freedom. We provide full support as you develop increasing mastery over your financial and personal future.

Tax Planning

FINANCIAL FREEDOM

TOMORROW

Business Planning

Opal Essence Process

InvestmentManagement

opalwealthadvisors.com

2 Jericho Plaza, Suite 208Jericho, NY 11753

t. 516.388.7980f. 516.388.7968

info@opalwealthadvisors.com

Plan today for financial freedom tomorrow.

Opal isn’t your ordinary wealth management firm. Our process is distinctly different.

Together we explore your needs, desires, and dreams—as well as your money beliefs and behaviors. Transformational guidance helps you prioritize your goals and overcome obstacles to achieving true financial freedom. We ask questions like these:

• What are your financial responsibilities?

• What do you want to accomplish in life?

• What makes you really come alive?

• How will you measure the success of your life?

• What do joy and abundance mean to you?

Opal is 100% dedicated to helping you live the life you want.

Contact us to learn more about our highly individualized program for helping you build your personal pathway to financial freedom, joy and abundance.

© 2019 Opal Wealth Advisors. All Rights Reserved.