Purse Strings Approved Professionals
Displaying 1 - 25 of 43
Marla Barch has been consistently ranked as one of the top mortgage loan originators in the Chicagoland area. Her expertise with unique loan programs and creative loan structuring, her commitment to top-notch customer service, and her diligent efforts to make sure every client is matched with the loan programs that best meets their qualifications and their goals set her apart in the industry.
I have very high standards of service and I love to give that experience to my clients. I have a strong background in sales and marketing, particularly social media marketing. I love to showcase properties with the assistance of video, live posts and other social media outlets. Most homes are sold via the internet today and I ensure the pictures and images we present are perfect!
My love and passion for helping people pairs well with my interests in home design, decor, and furnishing. Helping a client get their home ready to present to the market or helping a buyer find their “perfect fit” is something that I truly enjoy.
I am a former Securities Trader who became a Financial Wellness Advisor to support women 40+. I bring soul-care and financial care together in a heart-centered, judgment-free space to help you feel as confident and beautiful about your finances in the same way you do after an afternoon at the spa. I am passionate about helping you celebrate midlife with soulful abundance.
I am a Certified Financial Education Instructor (CFEI) and Financial Recovery Counselor. I will coach you, teach you, and celebrate with you every step of the way.
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
Alison specializes in Global and local Real Estate, representing sellers, buyers, and investors. Alison’s involvement in Real Estate impacts the communities where she demonstrates her deeply rooted sense of professionalism and dedication. Alison exerts an unflinching commitment to ethics and serving her clients beyond expectations.
RE/MAX Estate Properties
DRE # 01786922
My passion shines through in every transaction, whether it be buying or selling or both at the same time (my specialty). I’m a problem solver – I don’t rest until everything is working the way that it should. And if something is wrong, I don’t rest until I’ve found a solution to make the deal work. I want each and every one of my clients to be satisfied; buying or selling real estate is such a personal transaction, and being a confidant and trusted partner to my clients is vital to me. It is my goal that all clients, past and future, know that I am their forever resource – whatever they need, I am available to them.
Terrell Dinkins is President and Founder of OBN Wealth Advisors, an independent Registered Investment Adviser firm that primarily focuses on wealth-building strategies for women. As an investment advisor, Terrell creates financial roadmaps to help her clients navigate their finances now and in the future. With more than a decade of experience in the financial services industry, Terrell is still very passionate about her work.
As an Edward Jones financial advisor, my primary goal is to understand what's important to you and help you develop a personalized strategy to meet your long-term financial goals. Whether that goal is planning for retirement, tax efficiency or passing your wealth to the next generation, I can help.
That’s all we do. That's what we help people with. We help people transition into the Medicare world! So, that means we help with questions such as:
Do I need it?
Do I want it?
What it covers?
How much does it cost?
How do I get the products that I need to complete my healthcare ‘package’?
Our firm helps people transition to the Medicare system in the best way possible. Avoiding Medicare stress and problems for you is our goal.
We’re a 100% Medicare agency working in 40 states. And, we’re 100% virtual.
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.
I became a financial planner the year prior to the 2008 economic recession. Some might consider this bad timing, but I consider it perfect timing because it prepared me for the uncertainties yet to come. It sounds crazy, but I can honestly say I have never experienced normal financial markets. After the 2008 recession, I even thought about
leaving the industry to teach full-time. However, a wise professor challenged me to use my skills to make a difference. Finding a better way to empower others is what drives me to continuously learn; some of my best lessons are from my clients’ very own experiences. I have learned that no matter how much industry knowledge I have,
listening to every clients’ needs and personal journey is more important. I thrive on getting to the heart of a challenge by providing the necessary resources to effect meaningful change in my clients’ lives. Therefore, collaborating with other specialists not necessarily financially centric makes sense. This is my “Y” story for creating our Moxie Bootcamp!
Securities offered through Registered Representatives of Cambridge Investment
Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a registered investment advisor.
Cambridge Investment Research, Inc., and Financial Moxie are not affiliated.
We offer total financial needs analysis and solutions provided through a network of experienced professionals with expertise in:
• Advisory services and wealth management
• Retirement programs & strategic analysis
• Comprehensive Liability insurance
• Employee benefits & retention services
• Business continuation strategies
• Life, health, disability, and long term care insurance
For me it's not about investments or insurance, it's about how we can transform lives financially. We deliver high level advice and work to ensure our clients understand the best pathway forward.
Peggy is an active member in the National LGBT Chamber of Commerce (NGLCC), where she certified as an LGBT Business Enterprise. In 2009 Peggy left behind a 23-year career in corporate management to start her own Senior Move Management and Project Management Consulting businesses. In 2013, at age 53, she made a career change when she saw, first-hand, the effect life events had on women’s financial security. She realized there were very few female financial advisors and financial advisors who could relate to the planning needs of women and LGBTQ. She also learned that women want a more collaborative and educational approach to planning, which is why she asked to join Purse Strings.
Beau has helped over 3,000 clients to not just improve their relationship with money but to live their unique definition of a fulfilled life with purpose. RichLife Advisors helps clients across the United States approach retirement with a strategy to:
-Save more money
-Pay less in taxes
-Properly address the 12 components of creating a successful retirement
-Protect the people and things that they care about the most
-Live their unique definition of a RichLife in retirement
After 20+ years in the medical profession I noticed that everyday people could not afford our services. I have become passionate about helping families understand how to plan for the future. One of the key aspects I help with is debt elimination. When a family gets out of debt, they are able to save money to purchase what they need or they can invest in the future. I can help with this as well. I educate families in different ways they can invest in the future.
Heather Holjevac is an award-winning CFP, financial planner and featured speaker who over the past 30 years, has worked in the financial industry to provide thousands of families and professionals in Canada with the education and tools to improve their financial literacy.
Many of Heather’s clients are boomers, busy caregivers and women who are transitioning to retirement, suddenly single due to divorce or death of a spouse or downsizing their home.
Tina Hurst is President of Hurst Insurance Agency, Inc. This highly rated woman-owned and independently operated agency specializes in Auto, Home, and Life insurance while focusing on personalized customer service.
Tina is a passionate, caring, and knowledgeable insurance professional. The foundation of Tina’s agency is to put the customer at the center of everything they do. Through compassion and integrity, they will be there for you and your family to protect the things you love.
Andrew provides a unique planning perspective for those with special needs, their caregivers, and their families because he has “walked in their shoes.” He has experienced the medical, social, educational, legal, vocational, and relational issues that come with being a member of the autism community. Due to this, he can provide specialized aid to his clients, and most importantly, he understands that every situation is unique.
Anna Krolikowska represents clients in a variety of family law matters encompassing litigation, mediation, and collaborative divorce. Anna prides herself on providing compassionate divorce representation tailored to her clients' specific goals with an emphasis on frequent communication and results her clients' appreciate.
Specialties: The Supreme Court of Illinois does not recognize certifications of specialties in the practice of law, and I do not hold myself out as a specialist. However, I concentrate my practice in the areas of family law litigation, mediation, and collaborative divorce process.
Family conflict is one of the most difficult human experiences, and its effects go beyond the tangible. As if the monumental financial cost of litigation wasn't enough, the emotional toll of spending years battling a loved one can be insurmountable. But it doesn't have to be that way. I'm a fierce advocate who brings experience, acumen, creativity and empathy to the legal process, making my clients feel heard, understood, and protected. Imagine having someone in your corner with expertise and empathy during one of the most difficult periods of your life.
By starting my own practice, I'm leading family law on a new way forward.
As a Financial Coach, I provide tools and resources that help women gain clarity and confidence in their finances to move forward with their lives. I want to empower women with smart money strategies so they can create a stress-free approach to money.
With over 30 years of experience in the financial industry, I have accumulated the knowledge and skill to understand your financial needs. More importantly, I have experienced most life events, thus giving me a first-hand understanding of what many women are going through.
I shop the market for the best options to protect clients and their families. I specialize in life and long term care insurance and really see the value in the hybrid combination products. As a wife, mom, daughter, sister and friend to many, I believe in protection. The ramifications of dying too soon and living too long can be catastrophic to ourselves and our loved ones. I strive to be a resource and expert in my field so women can make informed decisions....and sleep at night knowing they will are protected.
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.