Purse Strings Approved Professionals

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.

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.

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.

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.

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.

HOW I HELP WOMEN

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.

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.

HOW I HELP WOMEN

HOW I HELP WOMEN

Women are so often the ones who are always giving of themselves--taking care of everyone else while feeling guilty for taking care of themselves. I love helping women break through that guilt to find their own voice and confidence.

HOW I HELP WOMEN

My clients are achievers, purpose drive women who are struggling with work life balance and feel unfulfilled. They know there’s more to life and that they’re capable of more and they’re ready to invest in their future.
I teach them how to convert chaos to clarity, crush overwhelm and develop sustainable habits so that they struggle less and achieve more.
My clients become 1. self aware and empowered 2. they implement strategies and daily routines for self care and 3. they develop self mastery, guided by an inner compass and create rewarding, joyfilled lives!

HOW I HELP WOMEN

Women have historically been underserved in almost every area of their lives. It is such a gratifying experience to help women find their strength, voice, and confidence financially, personally, and professionally. When women are represented in all aspects of our society we will see improvements for all of us. I love working with women in that it is a gift to help them learn, grow, and show up to their lives in the strongest possible way.

HOW I HELP WOMEN

Preserving Wealth and Dignity in Divorce.

HOW I HELP WOMEN

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HOW I HELP WOMEN

I help women learn more about and better understand their financial lives. Improving cashflow and being more intentional about what we do with our money is the key to attaining goals and aspirations. Knowledge is power, if used productively. Ignorance is not bliss, it leads to pain and unfortunate outcomes. I work with women to empower them to have their money working as hard, if not harder, than they do. We work together to develop a plan and implement strategies to reach their goals and then set new ones.

HOW I HELP WOMEN

I focus on what is important to my client and help them make educated decisions. When making decisions with a life-long impact, it is important to discuss options. I believe in taking time to go over all options - even in the nitty-gritty details. I also like to bring in other professionals like financial advisors to discuss what these decisions might mean in the long run. I support my client's decisions once I know they have been educated and informed.

HOW I HELP WOMEN

Lauren has helped thousands of women improve their motivation, techniques and habits to build epic incomes, master their use of time, and improve overall happiness and quality of life. Lauren’s infectious energy helps propel people forward and find out what they are capable of.

HOW I HELP WOMEN

Every day I get to make a difference in their lives and help them achieve their hopes and dreams! As one of my clients told me recently, “you really care about my family and our future, not just the returns”…it is that relationship with my clients that I value, and will work tirelessly to provide guidance and holistic solutions within a relationship of trust and integrity.

HOW I HELP WOMEN

Empowering and educating women through the difficult process of divorce is one of the most rewarding parts of my job. I give women the tools they need to not only understand the financial situation and future they face, but also assist them in prioritizing goals and needs and walking them through the negotiation process. I strive to be empathetic when offering advice, understanding that the legal part and the emotional part of a family law case are often entangled and it is necessary to separate the two aspects of the case when offering counsel.

HOW I HELP WOMEN

HOW I HELP WOMEN

I empower women with smart strategies for a successful, stress-free approach to money. Through inspiration and education, I guide women into clarity and confidence in their finances so they can spend less, save more, budget, invest wisely, build wealth, and live the life they desire.

HOW I HELP WOMEN

I work diligently with our clients to achieve the results that our clients want and need. I believe that every client is unique and that the only way to consistently deliver quality work to our clients is to know their businesses and understand their goals. I represent each client in a personalized manner, tailoring an approach that promotes the client’s particular needs and goals.

HOW I HELP WOMEN

My value to women comes from understanding the insurance marketplace and offering options. As a broker, I represent all carriers and products so women can get the coverage they truly need. Statistics show that women outlive men and most die unmarried or widowed. It is so very important to make sure women can afford to live a long life and preserve their independence.

HOW I HELP WOMEN

Our focus is working with women 45+ who are facing a financial future on their own and are looking for a true partner in money decision-making. I help professional women reduce financial stress by aligning their money story with their deepest-held values. I am a non-judgmental financial advisor. My team and I work hard to create a safe space to have the intimate conversations necessary. Since money touches all the most important parts of our lives, we have to talk about it all before we can decide what you should do with your dollars.

HOW I HELP WOMEN

​I continue to find that my passion lies in helping each person understand their options in regards to what health insurance they pay for, and be able to make the best choices for their families. We approach it as a math problem, then we find the solution.