The services of Financial Wellness for Women are completely unique. There are no other businesses that can offer a whole picture of your financial wellness at an affordable rate. Most financial advisors are first and foremost investment management services or insurance salespeople. Most of them are not fiduciaries.
As a CRPC®, I must always act as a fiduciary which means that your interests come before mine. In fact, some advisors make more money off of their clients' portfolios than their clients do.
There is so much personal finance information out there that it can be overwhelming. I will teach and guide you to be more mindful of your money.
Whether it's preparing for retirement, paying college costs, purchasing your own place, improving your tax and estate-planning strategies, or reviewing and understanding your investments, I can help.
Together, we will establish concrete and manageable steps to achieve your goals. We will come up with a workable step-by-step plan. I will be your accountability coach and give you the support you need to tackle any financial issues that you may encounter in the future.
Contact me today by e-mail or the chat feature