CF | Get Started v1.0 | Carrick Athena

Get Started

What do you want your money to do for you? It's hard to think of what to save for first, or how to go about it.

Choose the goals you want to start saving towards, we’ll help you calculate what you can afford and how much you need to save and then send you the investment plan to get you on your way.

Once-In-A-Lifetime

My name is Athena and I am 36 years old. We all have that one vacation we've always , dreamt of, you know the Sicily wine route or the white hristmas... I met my Carrick Athena financial adviser a couple of years ago and you'll never guess what's planned for my next summer leave. Get started.

Little Humans

My name is Athena and I am 38 years old. My spouse and I have three little humans and were hoping they might not all be brainy so we didnt have university debt... I met my Carrick Athena financial advise at a school gathering and now have a solid plan. In IO years, all three of our children will be able to choose a university of their choice anywhere in the world. Get started.

Me, Myself & I

My name is Athena and I am 34 years old. I came from a traditional family where abuse was accepted as part of the culture. I'm divorced and was up to my ears in household debt, caused mostly by my ex-husband. I met my Carrick Athena financial adviser online and now have a solid plan. I've reinvented me, you can do anything you put your mind to and be anyone you believe you are! Get started.

Business of My Own

My name is t ena and I am 57 years old. I started my business at the age of 40 and the only thing I regret is not starting sooner. I met my Carrick Athena financial adviser at a wealth seminar for women called Money is Power and now have a solid plan. In 20 years, my business has gone from a startup to a thriving company. Get started.

A Forever Home

My name is At ena and I am 40 years old. My husband and I now own three properties fter our adviser made our oney work for us. I met my Carrick Athena financial adviser seven years ago and have worked through our solid plan with tax efficiencies and a egacy inheritance plan for my children.Get started.

Retire My Way

My name is Athena and I am 79 years old. My husband passed away a couple of years ago and I was so distraught, I couldn't think of money. I met my Carrick Athena financial adviser during those dark days and I've never looked back. She took the time to find out who I was and what I wanted (even though I didn't know at the time) and now, I've worked through the estate and have a retirement plan. Get started.

Emergency Fund

My name is Athena and I am 29 years old. I was still living with my parents when I met my Carrick Athena financial adviser through a friend's referral. I have a solid plan now, and I have savings in case an emergency happens. I am so financially stable, I even bought the first place I moved into! Get started.

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