Purse Strings Approved Professionals
Displaying 1 - 17 of 17
I am a former Securities Trader who became a Financial Wellness Advisor to support women 40+. I bring together financial coaching and planning in a heart-centered, judgment-free space with a step-by-step pace to reimagine your money story, become bold in your confidence, and create the lifestyle, financial, and legacy plans you'll love, one that embraces what you want for today and the future.
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
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.
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.
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.
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.
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.
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.
Steve has been in the financial services industry serving individual and small business clients since 1990. He focuses on helping his clients understand the financial planning process and available solutions. His ideal client is someone who knows they need help, want help, and wants to get started. People who see the value in partnering and don't want to go at it alone is when Steve steps in with his holistic planning approach. Also, he proudly serves multi-generational families and businesses.
As Founder, Wealth Advisor at Mitlin Financial, Inc, I lead planning and asset management services in addition to focusing on business development. We prioritize clients first and help clients make healthy financial decisions, and offer a tremendous client experience that leverages today’s top tools and technology.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
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.