Our Services
Building financial security doesn’t happen by chance. It requires the right guidance, the right tools, and a clear plan. Many Latinas work hard every day but often don’t receive the guidance needed to protect their income, grow their assets, or prepare for the future.
At ConnectOne, Liset not only provides trusted financial guidance; she also serves as a mentor and business leader, helping women take control of their finances and create new income opportunities.
Beyond traditional financial planning services, Liset focuses on what matters most: helping women build financial independence and create new opportunities for income.
Her approach combines financial education with practical tools to help women build multiple income streams, achieve economic independence, and create a stronger future for themselves and their families.
Our services include:
Life Insurance Planning
Protect your loved ones with the right life insurance coverage, ensuring your family is financially secure no matter what the future holds.
Investment Guidance
Learn how to grow your money over time with strategies that align with your goals, timeline, and comfort level.
Coaching, Mentorship, and Business Leadership
Helping women strengthen their finances and create new income streams through digital businesses.
Long-Term Financial Strategies
We create personalized plans designed to help you build wealth, manage risk, and stay on track for your future.
Family Financial Education
We take the time to educate you and your family—so everyone understands the plan and feels confident making financial decisions together.
Education Savings (529 Plans)
We show you how to start saving for your children’s education through 529 programs—helping you prepare for future school expenses with a clear, structured plan.
We Meet You Where You Are
Your comfort matters. That’s why we offer flexible meeting options:
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In-home consultations
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Office appointments
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Virtual meetings from anywhere in the United States
Whether at your kitchen table or in our office, we create a welcoming environment where you can ask questions, explore options, and make informed decisions with confidence.