Empowering You With Clarity, Not Complexity
At Heartfelt Financial Solutions, I believe that good decisions come from good information — not pressure, not guesswork, and definitely not fear.
That’s why every conversation I have starts with education and alignment. Before we talk about plans or policies, I want to understand you — your concerns, your goals, and your life. Then, I help you understand your options, clearly and patiently, so that you can make decisions with confidence.
“The more you understand, the more in control you feel — and that’s what I want for every client.”
Robin Depies
Heartfelt Financial Solutions, LLC
What Does “Education & Alignment” Mean?
Education
Education means I’ll take the time helping you understand your financial and insurance options — clearly, patiently, and without pressure. I explain what each plan or policy means, what it covers (and what it doesn’t), and how it fits into your broader life.
We’ll cover things like:
- What different types of life, disability, and long-term care insurance really cover
- How financial planning connects to your goals, lifestyle, and peace of mind
- What to consider when reviewing or updating existing insurance policies
- The difference between term, whole, and permanent life insurance
- How to identify coverage gaps that could impact your future financial security
- Understanding how financial tools can support your retirement or legacy planning
You don’t need to become an expert — you just need someone who will translate the complexity into something you can act on.
Alignment
Alignment is our next step, Making sure your financial decisions reflect your values, goals, and real-life circumstances. Once you’re informed, we’ll talk about what feels right for you.
We’ll look at:
- Reviewing your current budget and future financial goals
- Identifying what level of coverage or planning brings you peace of mind
- Aligning insurance and planning choices with your income, savings, and family needs
- Selecting solutions that protect what matters most — without overextending yourself
- Ensuring your plan can adapt as life changes (job shifts, family transitions, etc.)
- Feeling confident that your financial path supports your long-term vision
It’s not about choosing what’s most popular — it’s about finding what fits you best.
Your Values, Your Pace, Your Plan
I truly believe that your financial and insurance decisions deserve time, clarity, and care — not pressure or a one-size-fits-all solution.
Whether you’re exploring life insurance options, evaluating your long-term care coverage, or revisiting your financial goals after a major life event, the process should always reflect your individual needs, values, and stage of life. No two people’s paths are alike — and your plan should be just as personal as the life you’ve built.
My role is to help you understand what’s available, explain your options in plain language, and give you space to consider what feels right — without rushing, confusing language, or sales pressure. If you’re reviewing an existing policy, comparing new ones, or simply trying to make sense of how your financial decisions support your future, I’ll be there to walk you through it step by step.
You will always be treated with respect, patience, and honesty. My commitment is to ensure that you feel confident and informed in every choice you make — because it’s not just about selecting a policy or strategy. It’s about protecting what matters most, and making decisions that align with your life, your priorities, and your peace of mind.
Ready to Get Started?
If you’re feeling uncertain or just want a second opinion, I’m here for you. Our first call is always free — just a chance to talk through your situation and see how I can help.