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< Go Back Estate Planning START THE PROCESS FOR THE ESTATE PLAN THAT'S RIGHT FOR YOU All of our services start with a complimentary call SCHEDULE YOURS TODAY FREE DOWNLOAD: TRUST & WILL QUESTIONNAIRE First Name Last Name Email Download GUARDIANSHIP FOR PARENTS WITH MINOR CHILDREN WHO AREN'T READY TO CREATE A WILL/TRUST WILL & LAST TESTAMENT PERFECT FOR SINGLE OR MARRIED INDIVIDUALS. A WRITTEN PLAN FOR WHAT SHOULD HAPPEN TO YOUR ASSETS & WHO WILL LOOK AFTER YOUR CHILDREN, IF SOMETHING HAPPENS TO YOU OR YOUR SPOUSE. TRUST AVOID PROBATE WITH ALL THE DOCUMENTS NEEDED TO PROTECT AND TRANSFER THE THINGS THAT MATTER MOST TO YOU. The Process 1 initial discussion An easy to understand discussion to find out what type of Estate Plan is the best fit for your situation 2 questionnaire Start filling out an Estate Planning Questionnaire at your pace to start thinking about the important decisions that will make up your Estate Plan 3 final decisions Set up a meeting to discuss and review all final decisions. 4 Document creation Your plan will be built and reviewed by estate planning experts: A Certified Estate Planner and a local attorney in each estate. 5 execution OF documents You'll sign and date your documents in the presence of a notary public. A hard copy and digital copies of documents are provided. START THE PROCESS FOR THE ESTATE PLAN THAT'S RIGHT FOR YOU START HERE < Go Back

< Go Back FINANCIAL PLANNING FOR WOMEN BY WOMEN Whether you are single, married, changing careers, starting a family, getting divorced, or caring for elderly parents, there are critical financial steps you should be taking to ensure you meet your financial goals. See if We're a Good Fit for You All of our services start with a complimentary consult SCHEDULE YOURS TODAY < Go Back

< Go Back Life Insurance YOU'RE NOT ALONE! WE CAN HELP YOU FIND THE LIFE INSURANCE THAT'S RIGHT FOR YOU. We know life insurance can be confusing to navigate. We offer the perfect combination of human touch & technology. HOW MUCH LIFE INSURANCE IS RIGHT FOR YOU? START here This tool will email you a report. We will not share your information with anyone. We will not contact you unless you want us. HOW MUCH WILL LIFE INSURANCE COST YOU? See a range of prices and estimates START here MO ST COMMON QUESTIONS WE HELP ANSWER What type of life insurance is right for me? I am a stay-at-home mom, do I still need life insurance? How much does life insurance cost? How much life insurance will replace my income or my spouse's income? Do my children need life insurance? How can I use life insurance during my lifetime? What's the difference between term and whole life? Are life insurance proceeds tax-free? Can children be beneficiaries of life insurance? Is the life insurance provided at work enough? What happens when my term life insurance runs out? I just bought a house, is now a good time to get life ins? Can I get life insurance for my parents since I will be responsible for the burial and final expenses? SEE IF WE'RE A GOOD FIT FOR YOU Start with a complimentary consult to walk you through all your questions SCHEDULE YOURS TODAY START THE PROCESS WITH A COMPLIMENTARY MEETING SCHEDULE YOURS TODAY < Go Back

You're all set! S ee you Sat 8/20/2022, 9am HST Look out for confirmation (email & text). You'll get the webinar's login details and calendar invitation shortly. What's Next? 1. Make sure to add this event to your calendar so you don't miss it.

< Go Back ETATE PLANNING QUESTIONNAIRE Click on the forms to DOWNLOAD YOUR CHECKLITS See if We're a Good Fit for You All of our services start with a complimentary call SCHEDULE YOURS TODAY < Go Back

< Go Back Meet the T eam CLAUDIA MORENO Advisor/Founder Claudia saw a need for relatable and authentic financial planning that isn't intimidating. The need to have someone on your side who provides advice based on YOUR needs, not the needs of a company/agent's selling agenda. And most importantly, the need to have an instant team of professionals (in finances, real estate, estate planning, insurance, and taxes) all in one place looking out for your best interest. So ONE Team Financial Group was born, and now Claudia is fulfilling her dream of helping those who have been underserved. CLICK HERE to read her full bio. BRENDA GARCIA Office Manager Brenda is a prior U.S. Marine and current military spouse. She decided to join the team because she sees this as an opportunity to help families and their future generations get closer to financial success by providing accessible, guided financial literacy that will resonate with their values. She supports the mission by providing administrative support, client customer support, maintenance of investment accounts, and financial plan updates. Brenda is fluent in English/Spanish. When she's not working, she spends most of her time with her Marine husband and high school-age daughter in New Orleans, LA. GLADIS HERRERA Operations Manager Gladis is a retired US Army Master Sergeant and current military spouse. She believes it's important to educate and empower current and future generations to become financially successful and live the life they truly dream of. Gladis joined the team because she wanted to be part of a firm that nurtures its clients and gives them access to all the resources necessary to accomplish their goals. Gladis is fluent in English/Spanish. As an operations manager, she contacts clients to check in, schedule meetings, celebrate special occasions, and ensure questions and needs are being met. When she's not working, she spends most of her time with her Army husband, two college-age daughters, and two children under three in San Diego, CA. OTHER TEAM MEMBERS & PARTNERS TAX PLANNING/CPA Julie Moran, CPA ESTATE PLANNING EncoreEstate LIFE INSURANCE Ethos & Midland National REAL ESTATE ADVISOR Brittany Hampton OTHER TEAM MEMBERS & PARTNERS ESTATE PLANNING EncoreEstate LIFE INSURANCE Ethos & Midland National REAL ESTATE ADVISOR Brittany Hampton TAX PLANNING/CPA Julie Moran, CPA INVESTMENT MANAGEMENT PARTNERS CHARLES SCHWAB - BETTERMENT - TD AMERITRADE < Go Back

FINANCIAL PLANING FOR WOMEN& THEIR FAMILIES Taking care of a family is a full time job. There's not always time left to take care other important things. Let us help you. See if We're a Good Fit for You All of our services start with a complimentary consult SCHEDULE YOURS TODAY