Purse Strings Approved Professionals
Find a Purse Strings Approved™ Pro Now
What makes a Pro certified? Find out.
Help me with...
- Financial Planner
- 401K Planning
- 529 Plans
- Asset Management
- College Savings
- Life Insurance
- Long-Term Care/Disability
- Mutual Funds
70% of all family succession plans fail within one generation*. The Successor generation involuntarily loses control of the assets before passing to the Legacy generation for 1 of 4 reasons. (*Source: Build Your Family Bank, Emily Griffiths-Hamilton, Sub source: The Williams Group)
The Family Legacy Program works to help women:
• have more fun with their kids/grandkids
• have better, deeper, more meaningful conversations with their families
• leave a significant legacy, beyond the money
• develop and implement strategies to help their family work better together as a family unit
We help you live the lifestyle you desire, by creating financial strategies which align with your passions, values & vision.
Our Family Legacy Program:
Through the definition of your family’s values, the sharing of your stories and the communication around it all, we work with you to build a more complete Legacy for yourself and future generations.
Our Lifestyle Practice:
When you close your eyes & envision your future – what does it look like? You have/had a vision, maybe a passion for doing something one day, the lifestyle you want/wanted to live. If your current lifestyle isn’t aligning with the vision of that fulfilling life, we help get those things into alignment.
- Whitworth University
- University of Washington
Virtual appointments available
- Family Legacy Planning
- Financial Planning
- Legacy Planning
- Wealth Protection
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.