Bethesda

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Michelle Gordon Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Michelle Gordon, CETF

Founder and CEO, Investably LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Employee 401K Programs, Employee Benefits, Estate Plans, Investing, Life Insurance, Post-Divorce Matters, Socially Responsible Investing, Tax Specialist
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Business Succession Planning
  • Business Valuation
  • Charitable Planning
  • Divorce Financials
  • Financial Planning
  • IRA
  • Legacy Planning
  • Personal Tax Planning
  • Retirement planning
  • Socially Conscious Investing
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
7200 Wisconsin Ave
Bethesda
Maryland
20814
United States
SERVING:
All 50 States
Virtual Appointments Available
IMG 5178.JPEG
Money / Financial Coach
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Jeannie Dougherty, MAPC, LCPC, CMC, PQ Coach

Money Expert for Professionals wanting to making a career change, entrepreneurs, and folks within 5-10 years within Retirement., Jeannie Dougherty Consulting
OVERVIEW OF SERVICES
Asset Management, Budgeting, Downsizing and Relocating, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
What would you do with your money if in 90 days you were absolutely in control of your money and you could do anything you Read more...
SPECIALTIES.
  • Business Cash Flow Analysis
  • Business Financials
  • Money Mindsets
LOCATION
3 Bethesda Metro Center suite 700
Bethesda
Maryland
20814
United States
SERVING:
All 50 States
Virtual Appointments Available
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