Purse Strings Approved Professionals

HOW I HELP WOMEN

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HOW I HELP WOMEN

I'm a medical doctor with advanced sales experience. I've built a brand around helping power fempreneurs figure out their health insurance in a way that protects their growing wealth and promotes good health.
As a first time mom and business owner with a pure medical science background, I am so proud of my professional accomplishments. I love working with women, because well... I get it!
I value my family just as much as I value my clients, and I am not willing to compromise on either!

HOW I HELP WOMEN

As a mother and professional woman, I know the challenges that many of us face. I do my best to understand what you are trying to accomplish. As an independent advisor, I work with a number of companies to help you to achieve your goals.

HOW I HELP WOMEN

While the work we do impacts a variety of individuals and families, my focus is on helping business owners and executives sort out the complexities in their financial lives. Corporate executives approaching retirement will transition to a distribution phase of life. As we create income in retirement, many people do not understand their tax liability or the tools we can use to minimize that obligation. Additionally, small business owners have financial complexities that often require the oversight of a dedicated financial partner.

HOW I HELP WOMEN

Communication is key, and sharing information is as important as listening. I will make sure you know what’s happening with your mortgage as it progresses through the process and will be available to answer your questions. I’ll be with you every step of the way, from application to closing and beyond.

HOW I HELP WOMEN

I am truly focused on my clients and their needs. I am attentive, patient and I listen to what my client desires. I am here to help them achieve their real estate goals.
It would be my honor and privilege to assist you with your housing needs. Please contact me and let’s discuss how I can help you!

HOW I HELP WOMEN

70% of all family succession plans fail within one generation*. The Successor generation involuntarily loses control of the assets before passing to the Legacy generation for 1 of 4 reasons. (*Source: Build Your Family Bank, Emily Griffiths-Hamilton, Sub source: The Williams Group)
The Family Legacy Program works to help women:
• have more fun with their kids/grandkids
• have better, deeper, more meaningful conversations with their families
• leave a significant legacy, beyond the money
• develop and implement strategies to help their family work better together as a family unit

HOW I HELP WOMEN

Being a women professional for the past 30+ years, I have learned so much about myself and the world around me through my relationships with women. Not the least being that women really do make the world go around! Through thick and thin, and sometimes lots of thin, women are the nurturing warrior and often the one true constant. We asks questions, make thoughtful decisions, handle family finances, soothe the bumps and bruises of loved ones, parent our children and aging parents. And often end up on our own and still very much OK when a partner leaves or passes away. Women inspire me, nudge me forward, and remind me that it does indeed take a village to change the world for the better.

HOW I HELP WOMEN

Carol specializes in helping clients understand their investments. She is not just a financial planner and investment manager but loves her role as a financial coach and cheerleader. “Money is such an emotional topic. I think of what I do every day as financial counseling more than just focusing on dollars and cents.”

HOW I HELP WOMEN

HOW I HELP WOMEN

If you’ve heard someone described as ‘having heart,’ my team embodies that ethic in our day-to-day operations. I take great care to help monitor your assets, making adjustments and protecting you on your road to financial success. ‘Client Service’ is our daily mantra! And I have considerable resources for up-to-the-minute market updates, advice and consultation -- with the advanced technology to execute the strategy for best results.

HOW I HELP WOMEN

One of the main reasons why I love to work with women is because when I am coaching with them, they actively listen, invite constructive feedback, ask intelligent questions and then will do the work they need to do. They are not afraid of hard work and are ready and willing to go the extra mile if it is something they are truly interested and engaged in. It is also such a pleasure to work with women who support each other and are not afraid to recommend one another.

HOW I HELP WOMEN

We work together to look at your LIFE goals and make sure what you're doing with your finances is ALIGNED. It's not a number or a rate of return - it's your life, it might be your security, your ticket to being free to make your own choices or your legacy. No matter how much money you have, there can be a lot of VULNERABILITY attached to your decisions ESPECIALLY IN A HIGH STAKES SITUATION LIKE DIVORCE. Women often drive financial decisions by our mindset and feel SHAME for not being better educated. No guilt, no shame, just the chance to take the next best step to suit your life and serve where you are right now and where you want to be in the future.

HOW I HELP WOMEN

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HOW I HELP WOMEN

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HOW I HELP WOMEN

X² Wealth Planning is on a mission to change the way the financial services industry serves women. During my 14 years working at a large financial company, I found that the women were not being served well by the “traditional” model of financial planning and investment management. Women felt talked down to and dismissed during meetings, didn’t feel like their questions were being answered, and stopped trusting the advice they were getting. I founded X² Wealth Planning as a fee-only financial planning firm to bring a collaborative and compassionate voice to the financial services industry, and to bring about a paradigm shift in how women view money and their ability to build wealth.

HOW I HELP WOMEN

Alison stringently strives to speak the language of her client’s goals by implementing the long last art of listening. Known across the globe as “The lady on the surfboard,” Alison passionately represents her sellers, energetically and intuitively guides her buyers with a sense of care and concern.

HOW I HELP WOMEN

I listen to determine what the client's needs are. I also help clients to see to benefits of purchases and look at choices to fit lifestyle and grow wealth. I understand how to search for the right school districts for families and identifying great communities for single young ladies/women and the ideal condo/townhome communities for empty nesters, female businesses that need to scale up their business space. I partner with All Things Homeownership, which provides services to clients that has increased financial readiness for home buying as well as preparing clients to meet long-term financial goals.

HOW I HELP WOMEN

Kelli has an indelible commitment to her community and especially to women’s empowerment, and she channels this passion into providing other women with the tools they need to succeed in business. She facilitates workshops for business training programs offered by the Coachella Valley Women’s Business Center and is co-chair of the California Society of CPA’s Coachella Valley Discussion Group. She is a Board Member of the Palm Desert Chamber of Commerce and Treasurer of Socal Adapted Sports.

HOW I HELP WOMEN

Terrell partners with her clients to help them create their financial roadmap. As a fiduciary, she has the client, and only the client in mind, providing them with a multitude of services.

HOW I HELP WOMEN

I help women buy and sell residential real estate, buy and sell condo properties, luxury home sales, and new construction. I assist with staging on the selling side, contractors on both the buying and selling, attorneys, and financial planners to help the entire process go smoothly.

HOW I HELP WOMEN

Women are often taught at an early age not to want money or to be successful. This created a mindset that ultimately sabotages our success, most of the time without us even knowing it because it was programmed at an early age into our subconscious. I want to help women become financially successful in their businesses to achieve the freedom they desire.

HOW I HELP WOMEN

There is a gratification in sisterhood that I find to be unparalleled and as such, I have made it my life's work to center women whenever I can. I wouldn't be where I am today without the mentorship from experienced women and the support from my community. Our progress is ongoing- we have a high hill to climb and we won't summit the peak without lifting one another up. This is why whenever I can, I invest in women-owned businesses, employ women professionals, refer clients to women practitioners when a need extends beyond my skillset, and most importantly, advocate for my women clients when they face difficult life transitions. The work isn't always easy but the pay-off is worth it.

HOW I HELP WOMEN

Frankly, I don't want any woman I know to end up like my mother. She had to relaunch her retirement savings in her 50s after a second marriage ended and revealed a financial nightmare. I want to empower women of all ages with the knowledge they need to make smart investment decisions so they can move confidently through life. Not every woman has the same goals and dreams, so we will work together to develop a plan that is uniquely you.

HOW I HELP WOMEN