Valeesa Augustine

How do I help clients live a richer life?
As the OpenPlan Administrator, I do my best to understand, anticipate, and provide what is needed for clients and advisors. Additionally, I ensure that all client questions are handled promptly and accurately. I believe that everything is “figure-out-able” and I bring that mindset with me every day, and for every request. By demonstrating this mindset, I help clients live a richer life by allowing them to focus on their financial journey and wellness.

How do I align my time and money with my values and passions to Live a Richer Life?
I Live a Richer Life through striving to always be authentic and confident in everything that I do, spending time with my family, specifically my fiancé, child, and cat, engaging in hobbies that spark passion in my life, such as creative pursuits, reading, and music. By aligning my time and money in the areas of my life that bring me the most enrichment, I thrive!