Purse Strings Approved Professionals
Bridge-ing - Better Life Beyond Divorce and Lakeshore Financial Group
I love sitting by my pond on a summer evening, riding bikes, walking dogs, painting and making things, cooking for friends and family, getting dressed up and going out to dinner or listen to live music, reading, learning new stuff! My absolute favorite thing to do is help other women feel confident, supported, and empowered to make decisions.
- Divorce Coaching, Divorce Mediation, Certified Divorce Financial Analyst, Retirement Income Certified Professional, Financial Planning - Overall and Divorce Specific
We work together to look at your goals in life and make sure what you're doing with your finances is aligned to meeting them. 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. Women often drive financial decisions by things we might not even realize are present in our money mindset. We address it together to make the best possible plan for you. And we keep looking at it, either tweak it for little changes or make significant adjustments for big changes. One of the biggest can be divorce. Beyond retirement planning, divorce financial planning can be a completely different world. As a Certified Divorce Financial Analyst, Certified Divorce Coach, and Divorce Mediator, I work with you before, during, and after divorce to understand your options, be empowered to make your decisions and get to a better life beyond divorce. We also offer a free online workshop twice a month for those considering divorce or early in the process - you can register at my website http://www.bridge-ing.com for Second Saturday.
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
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.