Dana Menard, CFP®, RLP®, CEPA®, CBDA℠, CDAA™
|
| |
|
| |
|
| |
All 50 States
I love working with women because I am the father of three daughters and I want them to feel empowered when it comes to personal finance and money as they go through life, and I don't want them to be financially dependent on anyone else.
I've helped my own mother, mother-in-law, and countless other women who have experienced widowhood get their finances in order. In most instances, their spouse was in charge of the family finances. After they passed away, they found themselves feeling overwhelmed when it came to their money, investments, and all of the options available to them. In fact, I've learned that, for women, the average age of widowhood is just 59 years old and the chance of them outliving their partner or spouse is 80%. So, they will at some point, be responsible for their finances.
Women are more educated than men, yet feel less confident when it comes to their finances.
Over the past 20 years, having helped many single women, couples, and widows, I've seen all of the ways that women's needs are different:
Finally, I enjoy working with women as I find them to be more loyal, capable, and willing to work with an expert.
WHAT I DO:
As a Certified Financial Planner™ (CFP®) and Registered Life Planner (RLP®), I help busy professionals, entrepreneurs, and small business owners align their values with their money by utilizing the EVOKE™ Financial Planning process allowing them to live a life with breakthrough levels of freedom and satisfaction.
I CAN HELP YOU:
✔ORGANIZE your personal and business financial life, allowing you to make smarter decisions
✔REDUCE financial stress, allowing you to enjoy life instead of fearing or constantly worrying about it
✔PROTECT what’s most important to you, your family, or your business regardless of what life throws at
you
✔BUILD a robust plan for your money that reflects your unique values and dreams all while allowing you
to keep more of your hard-earned money instead of tipping Uncle Sam more than he deserves
✔RECLAIM valuable time to spend doing what you enjoy most with those you want to enjoy it with
✔ACHIEVE your dreams through personalized advice and strategies
✔LIVE LIFE ON YOUR TERMS instead of living it based upon how others want or expect you to live
HOW I DO IT DIFFERENTLY:
I work collaboratively with my clients and their other trusted advisors by utilizing the EVOKE™ Financial Planning Process that enables them the freedom to live life on their own terms. It is Financial Planning done right!
|
| |
|
| |
|
| |
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.
As a Fee-Only Financial Planner, I am compensated only by the fees I directly charge clients and not by commissions or kick-backs earned from the sale of insurance or a financial product. Therefore, I have no inherent conflicts of interest which allows me to provide more comprehensive advice to my clients. Fee-Only advisors conduct our business under a “fiduciary duty,” which means by law, we legally must have our clients’ best interest at heart.
"*" indicates required fields
