Purse Strings Approved Professionals
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What makes a Pro certified? Find out.
Help me with...
- Financial Advisor
- 401K Planning
- 529 Plans
- Asset Management
- Mutual Funds
- Series 7, 66
- College of Saint Benedict
- Financial Planning
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.