I help women by listening deeply so I can truly understand your challenges, goals and concerns. I've been through many life transitions personally, so I empathize with how disorienting these times can feel. I am a down-to-earth financial advisor who guides my clients in their money decisions as if they were family. I treat everyone equally because I truly love to help my clients feel cared for and organized.
With over 25 years of knowledge, experience, and expertise, I offer a “one-stop-shop” experience, supporting women in working towards their financial goals. As a Transitional Wealth Planner™, my services are related to big life events such as a change in marital status due to death or divorce, retirement, sale of a business, sale of a home or property, and legacy planning. In addition, I helps small business owners design and implement employee benefit health and 401(k) programs, which assists them to attract top talent in a competitive marketplace.
Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group® (TAG), an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance offered by Samantha Sennett independent of TAG and SPF. A Purse Strings Approved Professional, is solely an indication that the financial professional has attended training provided by Purse Strings targeting the female market. Approved Purse Strings professionals pay an annual membership fee for this designation. Purse Strings is not affiliated with TAG or SPF.
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 professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.