Purse Strings Approved Professionals

Find a Purse Strings Approved™ Pro Now

What makes a Pro certified? Find out.

Purse Strings engages top-tier financial professionals who are willing, ready and able to serve a female market. Our Purse Strings Approved Professionals (PSAPs for short!) are financial professionals who have:

  • Clearly articulated their desire to serve a female market
  • Earned designations that set them apart to help women (such as CDFAs or CDS)
  • Created careers that uniquely serve women in situations where help wasn’t easily found - like Widowhood, Financial Abuse, Post-divorce financials to name a few.

Many of our professionals come with their own stories and experiences which led them to help women and make an impact in the financial industry. Our professionals are handpicked or referred to us by current PSAPs. All Professionals go through an interview process and all licenses and designations are validated. Purse Strings Approved Professionals are provided ongoing training, education and expert resources that continually help them sharpen their skills to serve a female market.

Help me with...

LIFE CHANGES

Getting a Divorce

Home Ownership

Having Kids

Getting Married

BETTER HABITS

Financial Planning

Planning a Budget

Managing Debt

Beginning Investing

BOSS LADY

Starting a Business

Business Financials

Business Taxes

Selling a Business

PLATINUM YEARS

Estate Planning

Planning Retirement

Social Security

Medicare

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CLIENT FOCUS
LIFE STAGE
INVESTMENT RANGE
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Showing experts to help you with…

SPECIALTIES
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INVESTMENT RANGE
Virtual appointments available
Virtual appointments available

Displaying 1 - 25 of 68

Dr. Noor Ali, MD, MPH, CPH

Healthcare Insurance Advisor, Dr. Noor Healthcare Advisor

OVERVIEW OF SERVICES

  • Disability insurance
  • Employee Benefits
  • Healthcare Insurance
  • Life Insurance
  • Post-Divorce Matters

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!

SPECIALTIES

  • Business Growth
  • Business Succession Planning
  • Collaborative Divorce Process
  • Divorce
  • Divorce Financials
  • Executive Compensation Packages
  • Healthcare Insurance
  • Financial Planning
  • Wealth Protection

LOCATION

St. Petersburg, Florida 33710
  • AL
  • AR
  • AZ
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MD
  • MI
  • MO
  • MS
  • MT
  • NC
  • NE
  • NV
  • OH
  • OK
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WI
  • WV
  • WY

Yes

Carol Anderson

Financial Planner and Wealth Advisor, Anderson Wealth Advisors

OVERVIEW OF SERVICES

  • Life Insurance
  • Long-Term Care/Disability
  • Taxes

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.

SPECIALTIES

  • Financial Planning
  • Legacy Planning
  • Personal Tax Planning
  • Wealth Protection

LOCATION

Naperville, IL 60563

Richard Babjak, ChFC, CLU,CFS,RFC

Co-Founder Midway Venture Partners, Midway Venture Partners

OVERVIEW OF SERVICES

  • 401K Planning
  • 529 Plans
  • Annuities
  • Asset Management
  • Life Insurance
  • Long-Term Care/Disability
  • Mutual Funds
  • Taxes

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.

SPECIALTIES

  • Sales Coaching

LOCATION

Arlington Heights, IL 60004
  • IL

Yes

Marla Barch

Vice President of Mortgage Lending, CrossCountry Mortgage, LLC

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.

SPECIALTIES

  • Lending Programs
  • Managing/Rebuilding Credit

LOCATION

Chicago, Illinois 60618
  • IL

Matthew Barnhart

Financial Planner, Concierge Wealth Management & Insurance Solutions

OVERVIEW OF SERVICES

  • 401K Planning
  • 529 Plans
  • Annuities
  • Asset Management
  • College Savings
  • Life Insurance
  • Long-Term Care/Disability
  • Mutual Funds

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

SPECIALTIES

  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Wealth Protection

LOCATION

San Diego, California 92122
  • AZ
  • CA
  • CO
  • DE
  • HI
  • MD
  • MO
  • MT
  • NV
  • NY
  • OR
  • TN
  • UT
  • WA

Yes

Carol Bell, CFP<sup>®</sup>, MBA

Senior Wealth Advisor, Better Money Decisions

OVERVIEW OF SERVICES

  • 401K Planning
  • 529 Plans
  • Annuities
  • Asset Management
  • College Savings
  • Life Insurance
  • Long-Term Care/Disability
  • Mutual Funds

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.”

SPECIALTIES

  • Financial Planning
  • Financial/Money Coaching
  • IRA/Roth IRA
  • Legacy Planning
  • Money Mindsets
  • Socially Conscious Investing
  • Wealth Protection

LOCATION

Scottsdale, AZ 85260
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Yes

Tracey Bissett, CFA

President and Chief Financial Fitness Trainer, Bissett Financial Fitness Inc.

HOW I HELP WOMEN

SPECIALTIES

  • Business Financials
  • Business Growth
  • Financial/Money Coaching

LOCATION

Toronto, Ontario 
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Yes

Paul Blair IV

Financial Advisor, Edward Jones

OVERVIEW OF SERVICES

  • 401K Planning
  • 529 Plans
  • Asset Management
  • Mutual Funds

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.

SPECIALTIES

  • Family Legacy Planning
  • Financial Planning
  • Financial/Money Coaching
  • Wealth Protection

LOCATION

Village, California 91361

Brenda Bridges, CDFA®, RICP®

Financial Advisor & Divorce Coach, Bridging Divorce Solutions & Bridging Wealth Solutions

OVERVIEW OF SERVICES

  • Post-Divorce Matters

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.

SPECIALTIES

  • Divorce

LOCATION

Chattanooga, IL 60606
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Yes

Hannah Chapman, CFP®, APMA®, CRPC®

Founder and Financial Advisor, X² Wealth Planning LLC

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.

SPECIALTIES

  • Business Financials
  • Business Growth
  • Family Legacy Planning
  • Financial Planning
  • Financial/Money Coaching
  • Legacy Planning

LOCATION

West Chester, OH 45069
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Alison Clay-Duboff

SALTY WATER PROPERTIES, INC.

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.

SPECIALTIES

  • High-End Real Estate

LOCATION

Manhattan Beach, California 
  • CA

Terrell Dinkins, MBA, ChFC®, CDFA®

President and Founder, OBN Wealth Advisors, LLC

OVERVIEW OF SERVICES

  • Asset Management
  • Post-Divorce Matters

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.

SPECIALTIES

  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Wealth Protection

LOCATION

Stockbridge, Georgia 30281
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Taryn Fisher

Co Managing Partner, Sage Counsel LLC

OVERVIEW OF SERVICES

  • Estate Plans
  • Family Law

HOW I HELP WOMEN

SPECIALTIES

  • Divorce
  • Mediation

LOCATION

Highland Park, Illinois 
  • IL

Deborah "Deb" Gabriel

Financial Advisor, Edward Jones

OVERVIEW OF SERVICES

  • 529 Plans
  • Annuities
  • College Savings

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.

SPECIALTIES

  • Business Financials
  • Financial Planning
  • Legacy Planning

LOCATION

Palatine, Illinois 60067
  • CA
  • ID
  • IL
  • MN
  • NE
  • TX
  • WA
  • WI

Mike Gibbons

President and Founder, Gibbons Financial Group, Inc

OVERVIEW OF SERVICES

  • Estate Plans

HOW I HELP WOMEN

SPECIALTIES

  • Healthcare Insurance
  • Personal Tax Planning

LOCATION

Gurnee, IL 60031

Teri Glaspy

Partner & Financial Advisor, Vector Wealth Management

OVERVIEW OF SERVICES

  • Annuities
  • Employee 401K Programs
  • Life Insurance
  • Long-Term Care/Disability
  • Mutual Funds

HOW I HELP WOMEN

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance. As a strong, passionate family manager, businesswoman, and/or care giver do you have someone who truly listens to you and understands your challenges in these roles?

Vector Wealth Management, Inc. is here for this very purpose! Teri and her team provide support and empowerment through educational seminars and one-on-one consultations to guide and assist with making informed financial decisions based on your unique values as a woman.

LOCATION

Roseville, CA 95661
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Kristen Hafner

Certified Financial Planner, Financial Moxie

HOW I HELP WOMEN

My passion is to help others balance their health, wealth, and self. We can only control what we eat, how active we are, and what we spend especially in a world with so much uncertainty. Building self-confidence in what we can control empowers us to see opportunities otherwise often overlooked during our daily lives. No question is ever too insignificant, and planning is not about how much money is saved in retirement; it is about what life decisions are made along the way. Having a plan is great, however real-time financial planning supported by a diverse team of specialists who care makes it achievable!

SPECIALTIES

  • Divorce
  • Financial Planning

LOCATION

Westlake Village, California 91362
  • CA

Yes

Marita Hansen

Money Coach, Marita Rae Coaching

HOW I HELP WOMEN

It’s amazing to witness the transformation my clients go through, shifting their relationship with their finances and emerging confident and in control of their money and their lives. I help my clients build a life that is stable, first and foremost, so they can go after their dreams.

SPECIALTIES

  • Financial/Money Coaching
  • Money Mindsets

LOCATION

Chicago, Illinois 
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Yes

Rosalyn Hanson

Financial Representative, Northwestern Mutual

OVERVIEW OF SERVICES

  • 401K Planning
  • 529 Plans
  • Asset Management
  • Budgeting
  • College Savings
  • Disability insurance
  • Employee 401K Programs
  • Employee Benefits
  • Employee Pension Plans
  • Life Insurance
  • Tax Specialist

HOW I HELP WOMEN

The mission of my practice is to empower women financially! For too long we have been left little space in the finance sector, as well as in financial planning. Women have long felt unheard and ignored by the "boy's club" that is the financial world, and my aim is to change that. I want to effect that change not only by existing as a woman and successful business owner in their space, but also by making sure my client list is reflective of that success. I want to see women succeed, and I want to help them take ownership of two thirds of the country's wealth in the next twenty years.
If you've felt like financial planning isn't for you, please reach out! Let's make that change together.

SPECIALTIES

  • Business Financials
  • Business Insurance
  • Business Succession Planning
  • Financial Planning
  • IRA/Roth IRA
  • Legacy Planning
  • Social Security Specialist
  • Special Needs Planning
  • Trust Planning
  • Wealth Protection

LOCATION

Bellevue, WA 98004
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Yes

Peggy Haslach CLU® (she/her/hers)

Financial Advisor, The Finity Group, LLC

HOW I HELP WOMEN

As an athlete, trainer, and coach, Peggy uses a coach’s approach with her clients. She knows how to inspire women to take control of their financial plan. She works collaboratively with her client’s other advisors (CPAs, Attorneys, Mortgage Brokers, etc.) to put together a plan where her clients can make and manage their own money, live the lifestyle they want today, and feel confident about their tomorrow.
Peggy typically works with female practices (veterinarians, doctors, and attorneys) and small business owners.

SPECIALTIES

  • Financial Planning
  • Wealth Protection

LOCATION

Seattle, Washington 98119

Jodie Heal

President, Heal Accounting

OVERVIEW OF SERVICES

  • Tax Specialist

HOW I HELP WOMEN

As a small business ourselves, we are extremely passionate about, and invested in, helping other small business owners grow and scale profitably to reach, and often exceed, a level of success they want to create for their business and their life. Building and running a small business is at times both a daunting and exhilarating adventure, and we’re excited to partner and share the process with you.

SPECIALTIES

  • Personal Tax Planning
  • Small Business Tax
  • Tax Mitigation
  • Tax Preparation

LOCATION

South Thomaston, Maine 04858
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Yes

Beau Henderson, RICP®, CPRC, CEPA

Founder, Rich Life Advisors

HOW I HELP WOMEN

Beau's passion for helping others organize their finances comes from a deeply personal experience-the loss of his father to lung cancer. He felt helpless watching his mother, who had been married to his father since she was 18, struggle with financial decisions and helped her piece her life together. Through his heartbreaking experience, he found a silver lining when he realized that he could make a profound difference in someone's life by helping them navigate important financial decisions.

SPECIALTIES

  • Social Security Expertise

LOCATION

Gainesville, Georgia 
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY
Headshot

Darrell Hickerson

President, Unified Financial Network

OVERVIEW OF SERVICES

  • Life Insurance

HOW I HELP WOMEN

SPECIALTIES

  • Debt Elimination/Consolidation

LOCATION

Arnold, Missouri 63010
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Terri Hill

President, Two Hills Consulting

HOW I HELP WOMEN

Almost all women focus on helping everyone else before they consider helping themselves. While this is admirable, women lose sight that their ability to serve depends on them having something to give. Which would mean that at some point, women need to put their needs first. (Gasp!) I receive the most joy when women give themselves permission to dream and pursue that dream. Not someone else's idea of a dream, but their very own idea! The most amazing part of the coaching journey is seeing the women embrace the possibilities and understand that by choosing themselves, they are better able to model how to live life fully.

SPECIALTIES

  • Business Coaching
  • Executive Coaching
  • Personal Growth Coaching
  • Sales Coaching

LOCATION

Wyomissing, PA 19610
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Yes

Heather Holjevac

Financial Planner, Holjevac Financial Group

OVERVIEW OF SERVICES

  • Estate Plans

HOW I HELP WOMEN

Heather has a passion of educating a diverse set of individuals, improving financial literacy and empowering women to achieve financial independence, as well as providing complete financial peace of mind.

SPECIALTIES

  • Divorce
  • Financial Planning
  • Social Security Expertise
  • Tax Mitigation

LOCATION

Mississauga, Ontario L4Z 3K8

Yes

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We want women to surround themselves with a talented and thoughtful team of experts 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.

There are things to look for when finding the right professional for your needs: flexibility, empathy, creativity, strategy, and work style. Take the questionnaire and find out how your current pro stacks up—and if you could use the advice of a Purse Strings Approved™ Professional who’s qualified to meet your expectations.

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