Purse Strings Approved Professionals
Fearless Retirement Solutions
I am a passionate animal lover and rescue advocate, an avid runner, and a life-long student of photography.
As a woman in a male-dominated industry, I have been on the client side of the fence; all but ignored by the advisor who instead focused on my significant other. Women not only fill paid positions but also do the lion's share of unpaid work and their efforts need to be recognized and understood. I help women take control of their knowledge and actions in their finances and their role in the finances of their familes.
- Retirement income strategies
- Long-term care
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.
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.