Purse Strings Approved Professionals
Displaying 26 - 43 of 43
Financial Planning for professional women 40+. GenX and Boomer women who want to be sure they're being smart with their money are my people!
My clients are facing a financial future on their own, and often get stuck in their own heads when facing money choices. Through non-judgmental, holistic collaboration, we become their true partner in decision-making. We offer investment management and life/disability and long-term care insurance if and when needed. But there are no "minimums" and we do not push products.
M&M Benefit Solutions provides health care solutions to Medicare eligible beneficiaries, individuals, and families. One of our passions is helping people understand their Medicare options with the future you want to live in mind. We help you navigate through the countless options to determine what health insurance is best for you while also considering important lifestyle and financial concerns.
I empower individuals and small business owners to reach their financial goals.
After getting my Ph.D. in Music Education, I realized that educating individuals and business owners about their financial health would make a bigger impact in people's lives. I help you create a plan today that will make an impact tomorrow. I share with you what I wish I would have known 20 years ago, so 20 years from now, you'll be glad you met me! Whether you want to provide for your family, buy your first home, or build your business, I would be honored to help you take that first step to reach your dreams!
As you navigate separation and divorce, and other life transitions, I offer coaching support that includes: creating a plan to align your actions with values, practical navigation of legal, therapeutic and financial steps, as well as mindset coaching to accomplish all of this. I am a lawyer by training and now a full-time coach so will apply my analytical abilities to your needs in separation and divorce to help you communicate in a neutral way with your former spouse for better co-parenting. I will help you take care of yourself and your children too.
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.
Attorney Amber Saunders' business and estate planning practice focus on helping families enhance their lives today and secure their futures tomorrow. She excels in guiding her clients through the often-confusing maze of financial, business and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. Her considerable legal expertise includes intellectual property, contract drafting and disputes, family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals.
I focus on achieving Real Estate Goals. As a REALTOR I am an advocate and a fiduciary. Through education of the process and market I help my clients make moves to invest in themselves. As an added bonus I am very experienced with renovations!
I have built my real estate career around helping clients create and achieve their real estate goals. Not sure where to start? I provide both the savvy investor and the first-time home-buyer with expertise tailored to their specific needs. Don't know what questions to ask? I am here to guide you through the process. Market education is key, and I have power partners in all aspects of the transaction who will assist in our plan for your success.
If you are looking to list, let's discuss how to perfectly position your home with a sales plan for success. Presentation, photos and price are what sell properties quickly and for top dollar! I love using technology to enhance listings. Adding video tours and drone footage to a high-quality photo package and floorplan will really make your home shine. With my added 10 year professional background in Special Events and Theatrical design, I bring a keen eye for what works best within a space.
I specialize in the pre-retirement and retirement stages of life, having watched family members and parents of friends struggle in what should be "the golden years", and not wanting others to have to live on their Social Security alone. Retirement income strategies, maximizing retirement income, long-term care planning, and Medicare are my primary areas of expertise.
With over 25 years of knowledge, experience, and expertise, I offer a “one-stop-shop” experience, supporting women in working towards their financial goals. As a Transitional Wealth Planner™, my services are related to big life events such as a change in marital status due to death or divorce, retirement, sale of a business, sale of a home or property, and legacy planning. In addition, I helps small business owners design and implement employee benefit health and 401(k) programs, which assists them to attract top talent in a competitive marketplace.
Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group® (TAG), an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance offered by Samantha Sennett independent of TAG and SPF. A Purse Strings Approved Professional, is solely an indication that the financial professional has attended training provided by Purse Strings targeting the female market. Approved Purse Strings professionals pay an annual membership fee for this designation. Purse Strings is not affiliated with TAG or SPF.
Matthew has been working in the mortgage industry since 2007, beginning as a loan officer assistant. He has worked his way up to Division Manager with Primary Residential Mortgage, Inc., where his main role is to travel and educate referral partners on strategic equity management techniques. Matthew completed his bachelor’s degree in finance from Liberty University before working full time in the mortgage industry.
I help professionals and small business owners increase their cash flow and personal assets through advanced tax savings strategies and investment strategies traditionally afforded to larger firms. All this is done with strong listening and no judgment. I work on making financial concepts simple and understandable so that you can achieve your goals! I am always here to coach and help monitor your progress, both financial and non-financial.
Education: Financial Planning Certificate Program, Kennesaw State University; Chartered Retirement Planning Counselor, College for Financial Planning
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.
I love guiding women to increase their MONEY CONFIDENCE, educate them on money concepts, organization, and mindset, and give them tools and processes to eliminate debt, automate their budget, speak to financial pros and LIVE THEIR BEST LIVES!!!
Are you feeling overwhelmed, frustrated, scared, or defeated?
I GET IT!!! I HAVE BEEN RIGHT WHERE YOU ARE! I KNOW HOW THAT FEELS!
And I’m HERE TO HELP!
I’d love to hear your money story. I’d love to chat with you about what you are dealing with and give you strategies and tools to improve your situation and get you on track to Financial Freedom and Money Confidence!
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
Vicki Vollweiler, the founder of College Financial Prep, works with clients nationally to help parents maximize savings, minimize college costs and reduce the need for student loan debt for both parents and children.
If you're unsure how to proceed, don't potentially lose thousands and thousands of dollars. College Financial Prep was created to guide parents through the maze of college financial aid, scholarships and student loans. We work with parents of both high school and current college students!
Vicki holds her MBA, is a Certified Divorce Coach and has focused the bulk of her career on analysis, pricing, return on investment and business negotiations.
Beth is Director of Socially Responsible Investing with MRA Advisory Group. She has 24 years of experience managing and analyzing investment portfolios in the equity, fixed income and alternative markets.
Beth has also served on many non-profit boards and is well equipped to understand the investment needs of endowments, foundations, and service-oriented organizations. In 2020, Beth developed a Socially Responsible Investment Portfolio where money can have an impact on making a difference in moving towards a more progressive and equal society. The social investing approach that invests in companies that lead in environmental policies, employee diversity, gender equality, community involvement and development of sustainable products and services. Social investing is focused on making investments in areas where money can have an impact on making a difference in moving towards a more progressive and equal society. This approach includes investments in companies focused on specific themes like environmental policies, renewable energy, sustainable products and services, gender equality, community involvement, access to clean water, and affordable housing.
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.