Purse Strings Approved Professionals

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Emily Dyer-Wolfe, MBA, CFP®
Financial Planner
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Emily Dyer-Wolfe, ​MBA, CFP®

Wealth Advisor, Rigden Capital Strategies
WHY I LOVE WORKING WITH WOMEN
I have a passion for partnering with women on their financial journeys. In my practice, I have found that women make exceptional clients—they are thoughtful Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
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 Read more...
SPECIALTIES.
  • Business Planning
  • Financial Planning
  • Financial
  • Personal Tax Planning
LOCATION
384 Inverness Pkwy, Suite 240
Douglas County
Colorado
80114
United States
SERVING:
All 50 States
Virtual Appointments Available
Steve Hartel
Financial Planner Life Insurance Specialist Retirement Coach / Advisor
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Steve Hartel, MBA, AIF®

Wealth Advisor / Financial Planner, Maia Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, College Savings, Divorce Mortgage Planning, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Infinite Banking Concept (IBC), Investing, Life Insurance, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I grew up in a "traditional for the times" household where my mother didn't work outside the home and my father was the sole breadwinner. Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment Advisory Services are offered through Maia Wealth, a Registered Investment Advisor. This profile does not constitute investment advice. This profile contains information from Steve Read more...
SPECIALTIES.
  • Business Insurance
  • Charitable Planning
  • Debt Elimination
  • Divorce
  • Divorce Financials
  • Divorce Mortgage Planning
  • Executive Compensation Packages
  • Family Legacy Planning
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Pension
  • Personal Tax Planning
  • Philanthropy
  • Retirement planning
  • Socially Conscious Investing
  • Student Loan Management
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
1401 17th St Suite 850
Denver
Colorado
80202
United States
SERVING:
All 50 States
Virtual Appointments Available
Koren Vining
Financial Advisor Financial Planner
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Koren Vining

Financial Planner | Wealth Advisor, Cetera Investors
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, Employee 401K Programs, Employee Benefits, Investing, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
My passion for working with women stems from a deep understanding of the unique financial and life challenges we face. As a woman, empathetic financial Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services Read more...
SPECIALTIES.
  • Business Succession Planning
  • Business Valuation
  • Divorce Financials
  • Financial Planning
  • Social Security Specialist
LOCATION
5299 DTC Blvd
Greenwood Village
Colorado
80111
United States
SERVING:
CA,CO,ME,NJ,NY,OR,TX,WA
Virtual Appointments Available
wendy wright headshot
Business Coach Money / Financial Coach Financial Therapy
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Wendy Wright, Financial Therapist, Money Coach

Financial Therapist, CEO and Founder, Wendy Wright Financial Therapy, LLC
OVERVIEW OF SERVICES
Financial Therapy, Healthy Money Conversations
WHY I LOVE WORKING WITH WOMEN
Why I Love Working with Women I love this work because so many women quietly carry enormous emotional weight around money while believing they are Read more...
SPECIALTIES.
  • Behavior Coach
  • Business Coaching
  • Emotional Relationship with Money
  • Family Money Dynamics
  • Financial
  • Money Mindsets
  • Personal Growth Coaching
LOCATION
2679 West Main Street
Littleton
Colorado
80120
United States
SERVING:
All 50 States
Virtual Appointments Available
BLOUSE
Money / Financial Coach Financial Therapy Retirement Coach / Advisor
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Dee Zimmerman

Money Coach & Strategist for Couples, Freedom Lab
OVERVIEW OF SERVICES
Budgeting, College Savings, Debt Consolidation, Financial Therapy, Healthy Money Conversations
WHY I LOVE WORKING WITH WOMEN
I love working with women because they are often the catalyst for positive change in their families. They're thinking about the bills, the future, retirement, Read more...
COMPLIANCE DISCLAIMER
The information provided by Dee Zimmerman and Freedom Lab LLC is for educational and informational purposes only and should not be considered financial, investment, legal, Read more...
SPECIALTIES.
  • Behavior Coach
  • Daily Money Management
  • Emotional Relationship with Money
  • Financial Planning
  • Money Mindsets
  • Personal Cash Flow Analysis
  • Retirement planning
LOCATION
7675 Fox Glen Dr
Douglas County
Colorado
80116
United States
SERVING:
All 50 States
Virtual Appointments Available