Purse Strings Approved Professionals

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Business Coach Money / Financial Coach
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Ellen Rogin

Abundance Activist, Create Great
SPECIALTIES.
  • Business Growth
  • Money Mindsets
  • Personal Growth Coaching
LOCATION
1780 Ash St
Northfield
Illinois
60093
United States
SERVING:
All 50 States
Virtual Appointments Available
Leslie West Purse Strings
Business Coach Healthcare Planning Specialist P&C Agent Insurance Planning Specialist Life Insurance Specialist Medicaid / Medicare Specialist Mortgage Lender
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Leslie West

Insurance and Financial Services Agent, Leslie West Ins Agency Inc.
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Auto insurance, Budgeting, College Savings, Disability insurance, Employee Benefits, Healthcare Insurance, Home insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Prenuptials, Refinancing
WHY I LOVE WORKING WITH WOMEN
We are caring, compassionate, and committed to help Women improve! Read more...
SPECIALTIES.
  • Business Insurance
  • Business Planning
  • Business Succession Planning
  • Collaborative Divorce Process
  • Healthcare Insurance
  • Family Legacy Planning
  • IRA
  • Legacy Planning
  • Mortgage
LOCATION
7210 E State St #210
Rockford
Illinois
61108
United States
SERVING:
IL,WI
Virtual Appointments Available
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Divorce Financial Analyst Financial Advisor Financial Planner Retirement Coach / Advisor
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Melissa Murphy Pavone, CFP®, CDFA®,

Founder, Mindful Financial Partners
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Divorce Law, Divorce Mediator, Estate Plans, Family Law, Investing, Life Insurance, Long-Term Care, Post-Divorce Matters, Prenuptials
WHY I LOVE WORKING WITH WOMEN
I love working with women because they are often at pivotal moments in their lives, whether it's navigating a divorce, managing a major life transition, Read more...
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.
  • Divorce
  • Divorce Financials
  • Financial Planning
  • Money Mindsets
  • Personal Cash Flow Analysis
LOCATION
3 Woodland Avenue
Village of Westhampton Beach
New York
11978
United States
SERVING:
All 50 States
Virtual Appointments Available
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Divorce Financial Analyst Financial Advisor Financial Planner
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Nicole Carlon, CFP®, CDFA®

Certified Financial Planner, WiseOak Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, College Savings, Employee 401K Programs, Estate Plans, Investing, Mutual Funds, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I love working with women because the conversations go deeper than just numbers. Women often juggle unique financial challenges, from caregiving to career transitions, to Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment advisory services offered through Mutual Advisors, LLC DBA Wise Oak Wealth, a SEC registered investment adviser.  Purse Strings is not a client of this Read more...
SPECIALTIES.
  • Divorce
  • Financial Planning
  • Legacy Planning
  • Retirement planning
  • Tax Mitigation
  • Wealth Preservation
LOCATION
1200 North Federal Highway Suite 300
Boca Raton
Florida
33432
United States
SERVING:
All 50 States
Virtual Appointments Available
Erica Lyall
Divorce Financial Analyst Financial Advisor Financial Planner
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Erica Lyall, CFP®, CDFA®

Financial Advisor, Strategic Advisory Partners
OVERVIEW OF SERVICES
Asset Management, Budgeting, College Savings, Divorce Financial Neutral, Investing, Long-Term Care, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I've found that many women underestimate how capable they are when it comes to their finances. My favorite part of this work is helping women Read more...
COMPLIANCE DISCLAIMER
Important Disclosure Erica Lyall is a Financial Advisor with Strategic Advisory Partners, LLC ("SAP"), an investment adviser registered with the U.S. Securities and Exchange Commission Read more...
SPECIALTIES.
  • Charitable Planning
  • Collaborative Divorce Process
  • Divorce Financials
  • Financial Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
3819 Lawndale Drive
Greensboro
North Carolina
27455
United States
SERVING:
All 50 States
Virtual Appointments Available