Purse Strings Approved Professionals

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What makes a Pro certified? Find out.

Purse Strings engages top-tier financial professionals who are willing, ready and able to serve a female market. Our Purse Strings Approved Professionals (PSAPs for short!) are financial professionals who have:

  • Clearly articulated their desire to serve a female market
  • Earned designations that set them apart to help women (such as CDFAs or CDS)
  • Created careers that uniquely serve women in situations where help wasn’t easily found - like Widowhood, Financial Abuse, Post-divorce financials to name a few.

Many of our professionals come with their own stories and experiences which led them to help women and make an impact in the financial industry. Our professionals are handpicked or referred to us by current PSAPs. All Professionals go through an interview process and all licenses and designations are validated. Purse Strings Approved Professionals are provided ongoing training, education and expert resources that continually help them sharpen their skills to serve a female market.

Help me with...

LIFE CHANGES

Getting a Divorce

Home Ownership

Having Kids

Getting Married

BETTER HABITS

Financial Planning

Planning a Budget

Managing Debt

Beginning Investing

BOSS LADY

Starting a Business

Business Financials

Business Taxes

Selling a Business

PLATINUM YEARS

Estate Planning

Planning Retirement

Social Security

Medicare

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Showing experts to help you with…

SPECIALTIES
CLIENT FOCUS
LIFE STAGE
INVESTMENT RANGE
Virtual appointments available
Virtual appointments available
Headshot
  • Financial Advisor
LOCATION
9855 S Priest Drive Suite 102
Tempe, AZ 85284
United States
PHONE
EMAIL
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Jana LaVanway, CFP®
Senior WealthAdvisor, Juncture Wealth Strategies
  • Asset Management

Every day I get to make a difference in their lives and help them achieve their hopes and dreams! As one of my clients told me recently, “you really care about my family and our future, not just the returns”…it is that relationship with my clients that I value, and will work tirelessly to provide guidance and holistic solutions within a relationship of trust and integrity.

As a Certified Financial Planner®, I help people achieve their hopes and dreams by partnering with them to navigate markets and financial concerns. I work with clients using a team approach with specialists skilled in every facet of wealth management and adhering to the fiduciary standard. Each client's solutions are customized, and we utilize specific strategies to target growth, mitigate risk, and address taxes. Because we are an independent firm, we are not bound to any products or companies, so I can truly act in my client’s best interest.

I believe it is the “why” of wealth that matters most to my clients, and I am known for being able to make the complex world of finance and investing understandable. When difficult times or decisions arise, I'm confident that I have addressed the issues that can make or break a plan and my clients can have peace of mind through life changing events.
We provide: * Investment Management* Financial Planning* Retirement and Income Planning* Tax Planning* Estate, Wealth Transfer, and Trust planning* Philanthropy* Business planning and Retirement Plans*

  • Series 6, 63, 66
  • Certified Financial Planner (CFP)
  • The Ohio State University Fisher College of Business
  • Miami University
(Firms and opinions presented should not be construed as an endorsement or recommendation by Juncture Wealth Strategies, LLC (JWS), a registered investment adviser. No advice may be rendered unless a client service agreement is in place. JWS does not provide legal or tax advice)
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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.

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