Purse Strings Approved Professionals

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TJD
Divorce Financial Analyst Financial Planner Retirement Coach / Advisor
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Thomas J Duffy, CFP®, MBA, CRPC®, CDFA®, RSSA®

Founder, Principal advisor, Jersey Shore Financial Advisors LLC
OVERVIEW OF SERVICES
Asset Management, Budgeting, Estate Plans, Investing, Long-Term Care, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Almost everyone I meet is afraid of becoming a burden to their family. I work with those people to custom design a financial roadmap to 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.
  • Charitable Planning
  • Divorce
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Personal Cash Flow Analysis
  • Personal Tax Planning
  • Philanthropy
  • Retirement planning
  • Social Security Specialist
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
LOCATION
Monmouth County
Red Bank
New Jersey
07701
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
Stephanie posey
Attorney
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Stephanie Posey

Attorney/ Owner, Posey Law Group LLC
OVERVIEW OF SERVICES
Business Law, Business Franchising, Buy a Business, Estate Plans, Property law, Sell a Business
SPECIALTIES.
  • Family Legacy Planning
  • Legacy Planning
  • Trust Planning
LOCATION
102 West Burlington Avenue
La Grange
Illinois
60525
United States
SERVING:
IL
Virtual Appointments Available
Michelle Image 200x200 1
Divorce Financial Analyst Financial Analyst
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Michelle Muhammed, CFP®, CDFA®, ChFC®

Certified Divorce Financial Analyst®, The Next Chapter Divorce
OVERVIEW OF SERVICES
Divorce Financial Neutral, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I love working with women because it allows me to work towards directly contributing to addressing important challenges many women face in their financial and Read more...
COMPLIANCE DISCLAIMER
The Next Chapter Divorce is a Certified Divorce Financial Analyst® (CDFA®) who provides Divorce Financial Planning to individuals navigating the financial complexities of divorce. Michelle Read more...
SPECIALTIES.
  • Collaborative Divorce Process
  • Complex Custody Matters
  • Divorce
  • Divorce Financials
  • Executive Compensation Packages
LOCATION
1738 Elton Road
Silver Spring
Maryland
20903
United States
SERVING:
All 50 States
Virtual Appointments Available
Shari
Financial Advisor Money / Financial Coach
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Shari Rash

Founder, Financial Advisor, Money Coach, GWA Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Estate Plans, Financial Therapy, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Prenuptials, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I love working with women because their financial goals are rarely just about dollars—they’re about creating options, protecting their families, and building a legacy that Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Read more...
SPECIALTIES.
  • Financial Planning
  • IRA
  • Money Mindsets
  • Personal Tax Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
Dunes West Boulevard
Mount Pleasant
South Carolina
29466
United States
SERVING:
All 50 States
Virtual Appointments Available