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Approved Professionals Archive - Purse Strings

Purse Strings Approved Professionals

 
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Dale Terwedo Purse Strings
Financial Advisor and Financial Planner
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Dale Terwedo CFP®, ChFC®, CLU®, BFA™
Certified Financial Planner and Founder, TFS Advisors, TFS Advisors
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Post-Divorce Matters, Socially Responsible Investing, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
At TFS Advisors, our team is passionate about supporting women through holistic, fee-based financial planning. Many of our clients are women who have been widowed Read more...
SPECIALTIES
  • Business Cash Flow Analysis
  • Business Financials
  • Business Growth
  • Business Planning
  • Business Succession Planning
  • Caregiver Assistance Planning
  • Charitable Planning
  • Collaborative Divorce Process
  • Divorce Financials
  • Executive Coaching
  • Executive Compensation Packages
  • Family Legacy Planning
  • Family Office Services
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Money Mindsets
  • Pension
  • Personal Tax Planning
  • Philanthropy
  • Socially Conscious Investing
  • Special Needs Planning
  • Tax Mitigation
  • Wealth Protection
LOCATION
100 2nd Ave S
Edmonds
Washington
98020
United States
SERVING:
AZ, WA
Virtual Appointments Available
Karen Koenig Purse Strings
Financial Advisor, Financial Planner, and Money / Financial Coach
View Profile
Karen Koenig
Founder and Owner, KK Financial Solutions - Financially Empowering You
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Disability insurance, Employee 401K Programs, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
SPECIALTIES
  • Business Financials
  • Business Growth
  • Divorce
  • Financial Planning
  • IRA
  • Money Mindsets
  • Small Business Tax
  • Socially Conscious Investing
  • Wealth Protection
LOCATION
3793 Anna Pl
Greenbank
Washington
98253
United States
SERVING:
CA, AZ, ID, MO, NE, NV, TN, TX, WA, WY
Virtual Appointments Available
OVS 3154 low res crop 1 80
Attorney, Mortgage Lender, and Real Estate
View Profile
Mihaella Bayla, CDLP
Certified Divorce Lending Professional, True Lending Company
OVERVIEW OF SERVICES
Divorce Mortgage Planning, Downsizing and Relocating, Refinancing
WHY I LOVE WORKING WITH WOMEN
I’ve been drawn to working with and helping women all my life.  I’ve seen the importance of women helping women firsthand.  I’ve always gravitated towards Read more...
SPECIALTIES
  • Collaborative Divorce Process
  • Debt Elimination
  • Divorce
  • Divorce Financials
  • Divorce Mortgage Planning
  • Lending Programs
  • Mediation
  • Mortgage
  • Spousal and Child Support
LOCATION
123 2nd Ave S, Ste. 230
Edmonds
Washington
98020
United States
SERVING:
CA, CO, NC, WA
Virtual Appointments Available