Purse Strings Approved Professionals
Find a Purse Strings Approved™ Pro Now
What makes a Pro certified? Find out.
Help me with...
- Financial Advisor
- 401K Planning
- Asset Management
- Downsizing and Relocating
- Long-Term Care/Disability
- Post-Divorce Matters
- Socially Responsible Investing
Being a women professional for the past 30+ years, I have learned so much about myself and the world around me through my relationships with women. Not the least being that women really do make the world go around! Through thick and thin, and sometimes lots of thin, women are the nurturing warrior and often the one true constant. We asks questions, make thoughtful decisions, handle family finances, soothe the bumps and bruises of loved ones, parent our children and aging parents. And often end up on our own and still very much OK when a partner leaves or passes away. Women inspire me, nudge me forward, and remind me that it does indeed take a village to change the world for the better.
A Certified Financial Planner™, Certified Divorce Financial Analyst®, Chartered SRI Counselor™ with 25+ years of experience in personal comprehensive financial and wealth planning. With a thoughtful financial plan as the foundation, I guide my clients and their families through the host of life transitions: Pre and Post Retirement, loss of spouse/partner through death or divorce, change in Employment and Liquidity events. I also specialize in creating investment strategies that reflect personal values and financial goals using ESG metrics. I will invest the time needed to gain a full understanding of your unique situation, set priorities and provide insights to help make those important financial decisions. My mission is to create a clear and manageable path for my clients to attain and maintain financial security.
- I enjoy walking, hiking, and visiting new places.
- I love to read.
- I am a Master Gardener with the University of Illinois Ext. I love sharing my love of gardening.
- BS in Applied Art, Eastern Illinois University
- Nancy Bell
Virtual appointments available
- Business Growth
- Collaborative Divorce Process
- Divorce Financials
- Financial Planning
- Financial/Money Coaching
- IRA/Roth IRA
- Money Mindsets
- Ages: Gen X, Boomers
- Life Stage: Second Home/Upgrade, Divorce, Widow, Retirement
- Income Range: 500K-1M, 1M+
Based on a percentage of assets managed. Min annual fee $3500 for financial planning and investment management.
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.