Purse Strings Approved Professionals
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I specialize in helping individuals and business owners create a financial future using tax advantaged insurance and investment strategies.
We work together to make your financial future better, whether its retirement planning, trying to reach a dream goal, or getting through a divorce empowered & supported, my passion is to help women own their financial choices. I've earned the following qualifications to do this - CDFA® (Certified Divorce Financial Analyst), Divorce Mediator, Certified Divorce Coach CDC®, Fiduciary Financial Advisor & RICP® (Retirement Income Certified Professional) & MAT. If the prospect of divorce is in your life right now, you can register for the workshop I lead at http://www.bridge-ing.com
Our focus is on providing predictable outcomes for our clients and reducing financial worries so they can more fully enjoy their lives. We provide financial services and solutions based on the individual situation, and the specific needs, goals, and circumstances of each client.
In addition, to financial planning, I manage investment portfolios for individuals and 401(K) plans for businesses. I prepare retirement strategies that help clients think about, clarify and establish investment plans and future income sources to achieve their financial goals to retire successfully. When appropriate, I will recommend insurance to meet my client's goals
Education: Northeastern Illinois University, Summa Cum Lade
Organizations: Society of Financial Service Professionals, Served as a consultant to the Congressional Committee on Social Security.
Credentials: ChFC, CLU
Becoming financially savvy is only the beginning. We want our women to surround themselves with a talented and thoughtful team of financial advisors and insurance associates who will help them plan for their future. Yet, we are keenly aware that so many providers in these industries lack the skill set to work with women and their unique needs.
Purse Strings works with Financial Professionals to equip them with awareness, information, and skills so they can engage with and serve the female market.
We vet them for their flexibility, empathy, creativity, strategy, and work style. When a financial professional passes our qualifications, they become Purse Strings Approved—and we know that they are perfectly equipped to serve the diverse demographic of women.