Purse Strings Approved Professionals
Fear.less Girl Financial
When not working, I love reading business, travel with girlfriends, and spending time with my family. I am also a third-generation Italian, and I love to connect to my Italian roots by learning about Italy's different cities. To get active, I like to get outside for a run or walk.
Perhaps you've raised a family, been through a divorce or became an unexpected widow. Or, maybe you've been in a financially abusive situation that you escaped from. These are traumatic events to your lifestyle and your finances, especially for women in midlife.
You're asking "What's next?" are looking for a fresh start. Working together is like having a financial planner and life coach rolled into one, walking you through each step of the process. I do not sell insurance or investment products for commissions, nor do I manage assets, so you have me as an unbiased, advice-based guide.
- Financial Wellness Planning
- Money Story Mindset Coaching
- Affordable Estate Planning
I am a former Securities Trader who became a Financial Wellness Advisor to support women 40+. I bring soul-care and financial care together in a heart-centered, judgment-free space to help you feel as confident and beautiful about your finances in the same way you do after an afternoon at the spa. I am passionate about helping you celebrate midlife with soulful abundance.
I am a Certified Financial Education Instructor (CFEI) and Financial Recovery Counselor. I will coach you, teach you, and celebrate with you every step of the way.
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.