Purse Strings Approved Professionals

Peggy Haslach CLU® (she/her/hers)

The Finity Group, LLC

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Favorite Things To Do

Peggy is very active and is passionate about her dogs. She competes with them on a national level in dog agility. Peggy’s wife Desiree also competes in dog agility and is a national and world champion and trainer who travels the world competing with her dogs and training others to handle their dogs. Peggy and Desiree live in Sumner, Washington with their 4 Border Collies.

How I Help Women

As an athlete, trainer, and coach, Peggy uses a coach’s approach with her clients. She knows how to inspire women to take control of their financial plan. She works collaboratively with her client’s other advisors (CPAs, Attorneys, Mortgage Brokers, etc.) to put together a plan where her clients can make and manage their own money, live the lifestyle they want today, and feel confident about their tomorrow.
Peggy typically works with female practices (veterinarians, doctors, and attorneys) and small business owners.

Overview of Services

Peggy is an active member in the National LGBT Chamber of Commerce (NGLCC), where she certified as an LGBT Business Enterprise. In 2009 Peggy left behind a 23-year career in corporate management to start her own Senior Move Management and Project Management Consulting businesses. In 2013, at age 53, she made a career change when she saw, first-hand, the effect life events had on women’s financial security. She realized there were very few female financial advisors and financial advisors who could relate to the planning needs of women and LGBTQ. She also learned that women want a more collaborative and educational approach to planning, which is why she asked to join Purse Strings.

Purse Strings Approved Professionals

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.

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