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Purse Strings Approved Professionals

 
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1634217849627
Money / Financial Coach
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Erica Figueiredo, SDIP
Marketing Specialist, Next Generation Trust Company
OVERVIEW OF SERVICES
Alternative Investments, Asset Management, Crypto Investing, College Savings, Investing, Real Estate Investing, Socially Responsible Investing
SPECIALTIES
  • Self Directed IRA
LOCATION
75 Livingston Ave, Suite 304
Roseland
New Jersey
07068
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
IMG 5178
Money / Financial Coach
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Jeannie Dougherty, MAPC, LCPC, CMC
Certified Money Coach, Jeannie Dougherty Consulting
OVERVIEW OF SERVICES
Asset Management, Budgeting, Downsizing and Relocating, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Women are 5 times more likely to live paycheck to paycheck than men. 70% of millennial women don’t save money only earning enough to get Read more...
SPECIALTIES
  • Business Cash Flow Analysis
  • Business Financials
  • Money Mindsets
LOCATION
8120 Woodmont Ave
Bethesda
Maryland
20814
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Linda Lingo
Money / Financial Coach
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Linda Lingo
Financial Coach, Linda Lingo, Financial Coach
OVERVIEW OF SERVICES
Budgeting, Investing, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I educate women to achieve financial freedom. Financial health and emotional wealth empower women for a successful, stress-free approach to money. Through inspiration and education, Read more...
SPECIALTIES
  • Divorce Financials
  • Financial
  • Legacy Planning
  • Money Mindsets
  • Socially Conscious Investing
LOCATION
2388 Imperial Dr NW
Albany
Oregon
97321
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
IMG 0425 2 1
Financial Planner, Life Insurance Specialist, Money / Financial Coach, and Retirement Coach / Advisor
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Judy Ramsey MBA, RICP
Financial Advisor, 21st Century Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Disability insurance, Employee 401K Programs, Investing, Life Insurance, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I love working with women because of the genuine connection we create. Women are generally more honest, more open to sharing who they are and Read more...
SPECIALTIES
  • Financial Planning
  • IRA
  • Money Mindsets
  • Retirement planning
  • Socially Conscious Investing
  • Special Needs Planning
  • Tax Mitigation
  • Wealth Protection
LOCATION
1900 Polaris Pkwy #450
Columbus
Ohio
43240
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Melissa Cox
Financial Advisor, Financial Planner, and Money / Financial Coach
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Melissa Anne Cox CFP
Certified Financial Planner, Fetterman Investments
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Admission and Financial Aid, College Savings, Debt Consolidation, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
The answer is easy! I was raised by a tribe of strong women that showed me how important it is to support other women in Read more...
SPECIALTIES
  • Financial Planning
  • IRA
  • Legacy Planning
  • Litigation Support
  • Money Mindsets
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
LOCATION
12700 Hillcrest Rd Suite 276
Dallas
Texas
75230
United States
STATES SERVED:
All 50 States
Virtual Appointments Available