Purse Strings Approved Professionals Search for States ServedAll 50 StatesCAAKALARAZCOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY States Served Provinces ServedAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNova ScotiaOntarioPrince Edward IslandQuebecSaskatchewanProfessional CategoryProfessional CategoryProfessional CategoryAccountantAlternative InvestingAttorneyBookkeeperBusiness CoachCertified Divorce CoachCertified Divorce Financial AnalystExecutive CoachFinancial AdvisorFinancial PlannerHealthcare Planning SpecialistInsurance Planning SpecialistLife Insurance SpecialistLong-Term Care SpecialistM&A AdvisorMedicaid / Medicare SpecialistMoney / Financial CoachMortgage LenderP&C AgentReal EstateRetirement Coach / AdvisorSettlement ConsultantTax SpecialistUncategorized Search Search {"hide_search_input":"","hide_near_input":"","show":"","filters_pos":"","input_size":"","bar_flex_wrap":"","bar_flex_wrap_md":"","bar_flex_wrap_lg":"","input_border":"","input_border_opacity":"","input_rounded_size":"","btn_bg":"","btn_rounded_size":"","btn_rounded_size_md":"","btn_rounded_size_lg":"","bg":"","mt":"","mr":"","mb":"3","ml":"","pt":"","pr":"","pb":"","pl":"","border":"","rounded":"","rounded_size":"","rounded_size_md":"","rounded_size_lg":"","shadow":"","css_class":""} Financial Advisor, Financial Planner, and Retirement Coach / Advisor View Profile Eric Blake, CFP® Founder and Lead Financial Advisor, Blake Wealth Management OVERVIEW OF SERVICES 401K Planning, Asset Management, Investing, Post-Divorce Matters, Tax Specialist WHY I LOVE WORKING WITH WOMEN I chose to prioritize working with women for a very simple reason. I am the man that I am today, specifically because of the women Read more... SPECIALTIES Financial PlanningFinancialPersonal Tax PlanningRetirement planningSocial Security SpecialistWealth Protection LOCATION 201 W Virginia St, #102 McKinney Texas 75069 United States SERVING: All 50 States Virtual Appointments Available Financial Planner View Profile Joann North Certified Financial Planner, J North Financial OVERVIEW OF SERVICES 401K Planning, 529 Plans, Asset Management, Life Insurance, Long-Term Care, Mutual Funds SPECIALTIES Financial PlanningIRARetirement planningWealth ProtectionWealth Preservation LOCATION 3214 Clear Water Park Dr Katy Texas 77450 United States SERVING: TX Virtual Appointments Available Financial Advisor and Financial Planner View Profile Jennifer Radford Financial Advisor/Planner, Ewing Financial Group, LLC OVERVIEW OF SERVICES 401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Disability insurance, Employee 401K Programs, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing SPECIALTIES Financial PlanningLegacy PlanningMoney MindsetsPensionRetirement planningWealth ProtectionWealth Preservation LOCATION 1909 Diamond Ridge Dr Lampasas Texas 76550 United States SERVING: FL,MI,MN,TX,WA Virtual Appointments Available Financial Advisor, Financial Planner, and Money / Financial Coach View Profile Alyssa Calhoun, MBA Associate Wealth Advisor, Director of Client Communications, CAM Investor Solution OVERVIEW OF SERVICES 401K Planning, 529 Plans, Alternative Investments, Asset Management, Budgeting, College Savings, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Investing, Long-Term Care, Mutual Funds, Real Estate Investing, Socially Responsible Investing WHY I LOVE WORKING WITH WOMEN When I'm looking for a new professional for my own needs, whether that be a doctor or CPA, I prefer to work with a woman. Read more... SPECIALTIES Business FinancialsCharitable PlanningFinancial PlanningFinancialIRALegacy PlanningMoney MindsetsPensionPersonal Tax PlanningRetirement planningSelf Directed IRASmall Business TaxSocially Conscious InvestingTrust PlanningWealth Protection LOCATION Austin Austin Texas 73301 United States SERVING: All 50 States Virtual Appointments Available Certified Divorce Financial Analyst and Financial Planner View Profile Pam Friedman, CFP®, CDFA® Managing Director and Principal, Robertson Stephens OVERVIEW OF SERVICES Alternative Investments, Asset Management, Divorce Law, Investing, Mutual Funds, Post-Divorce Matters, Prenuptials, Socially Responsible Investing SPECIALTIES Collaborative Divorce ProcessDivorce FinancialsFinancial Planning LOCATION 1308 Navasota St Austin Texas 78702 United States SERVING: All 50 States Virtual Appointments Available Posts navigation 12Older posts
