We act as a behavior coach, mentor, hand holder, oh and Advisor formulating a plan for the future. Our goal is finding a place of comfort with your finances, and use the right tools to get you there. Working with women all over the U.S. via Zoom.
THREE THINGS ABOUT ME
Relationships are the most important thing to me
I'm physically unable to hold still if music is playing
Vegan since 2004
Certified Financial Planner (CFP)
University of Minnesota - Twin Cities
Create, LLC is a registered investment advisor offering advisory services in the State of Minnesota, California, and in other jurisdictions where exempted. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial PlannerTM in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. All written content on this site is for information purposes only.
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.