I love to work with women because in my experience we’re fun, serious, tough, vulnerable, loving and great to be around! I offer women something that many have not found before – a financial advisor who doesn’t talk down to her or blame her when she has done the best she can with what she has and what she’s known up until that point. For various reasons, many of us have not been taught the important principles of HOW MONEY WORKS (TM). I use an educational process with each client before we even discuss her personal financial situation, giving her a grounding and confidence in any actions she may choose to take. Next I do a Financial Needs Analysis – a kind of financial GPS – so we know where she is and where she wants and needs to end up. After that, we develop a strategy that traces a route from her current situation to her ultimate goal, based on her own financial philosophy. And, you know, there might be other people in her life that need to be involved, too! More info: livemore.net/pollydedrick
Living near my hometown of St. Paul, Minnesota, I’m happily married with two wonderful adult children. My original career is as a classical musician – I play the flute wherever beautiful live music is wanted. In addition, I’m a passionate gardener of native plants – of course, in Minnesota, that only takes up May through September. 🙂
I’ve been helping folks as a financial advisor for 15 years – I highly value serving women and their loved ones by helping them build a sound financial strategy for their lives. In that way, I’m like a general contractor for the entire financial house – from addressing a client’s income protection needs, providing debt solutions, and preparing for college and retirement.
THREE THINGS ABOUT ME
My purpose in life is to generate well-being – being a Financial Advisor fits perfectly!
I'm passionate about gardening to support native birds and bees.
I love to travel and see new and familiar places.
Series 6 and 63: Mutual Fund and Annuity Series; Series 65: Managed Investments; Life Insurance License