Maggie Koosa
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I help women learn more about and better understand their financial lives. Improving cashflow and being more intentional about what we do with our money is the key to attaining goals and aspirations. Knowledge is power, if used productively. Ignorance is not bliss, it leads to pain and unfortunate outcomes. I work with women to empower them to have their money working as hard, if not harder, than they do. We work together to develop a plan and implement strategies to reach their goals and then set new ones.
As Steve Jobs said, “Great things in business are never done by one person. They’re done by a team of people”.
At The Alchemists, we approach addressing your financial needs as a Concierge would address your personal needs. Our mission is to take the “time consuming planning” out of financial planning. Our clients enjoy access, not only to our investment ideas and diversification strategies, but also to our stellar network of outstanding professionals needed at different stages of life.
We know your time is limited, which is why we financially plan for quality of life. We work with others to help coordinate and implement the strategies that will allow us to attain your goals and dreams sooner, with fewer bumps in the road. At the Alchemists, you will receive the personalized service you need as well as robust strategies for your investments and risk management appropriate for you and your financial objectives.
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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.
