Purse Strings Approved Professionals
Mitlin Financial Inc
It's all things hockey; with kids on travel ice hockey teams, we are bound to be at the rink 7 days a week. One of my greatest passions is raising awareness for mental health. I serve on the national board of the American Foundation for Suicide Prevention. I recently kicked off a new podcast, Mitlin Money Mindset. It can be heard on all podcast streaming platforms.
- Financial Planning
- Retirement Planning
- Investment Management
- Tax 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.
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.