Purse Strings Approved Professionals
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Help me with...
- Money / Financial Coach
One of the reasons I enjoy working with women so much is their strong desire to help others. The areas of finance I work within are not always the most pleasant of topics and the women are often times more attuned to the importance of financial security in their family and business. Additionally, they look at the bigger purpose of the financial work being done and expand those conversations with friends and family.
After 20+ years in the medical profession, I noticed that everyday people could not afford our services. I have become passionate about helping families understand how to plan for the future. One of the key aspects I help with is debt elimination. When a family gets out of debt, they are able to save money to purchase what they need or they can invest in the future. I can help with this as well. I educate families in different ways they can invest in the future. I help families with affordable estate planning documentation (wills and trusts).
- I worked as a physical for 22 years and helped clients return to normal activities of daily living.
- I want visit every National Park.
- I am from St. Louis and love the Cardinals and the Blues!
- Insurance Agent, Accident, Health, Life, Annuities - Missouri
- Insurance Agent, Accident, Health, Life, Annuities - Texas
- Saint Louis University
Virtual appointments available
- Debt Elimination/Consolidation
How does your current professional add up?
We want women to surround themselves with a talented and thoughtful team of experts 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.
There are things to look for when finding the right professional for your needs: flexibility, empathy, creativity, strategy, and work style. Take the questionnaire and find out how your current pro stacks up—and if you could use the advice of a Purse Strings Approved™ Professional who’s qualified to meet your expectations.