Many of my clients are women who haven't had much opportunity to be meaningfully engaged with their finances, whether because someone else took the lead or they simply never had the time or the inclination to pay much attention to their finances.
But then something happened. They were widowed or knew that one day they'd be on their own. Or they'd gone through a divorce. Or maybe they've been contemplating retirement. Some are married and have primary responsibility for family finances but just never had the confidence they needed or found the kind of counsel they'd both been seeking. Whether financially savvy or complete novices, they were looking to find the answers to three major concerns:
Am I really making the smartest financial decisions I could be making? Will my money last me for the rest of my life? And how do I even begin to sort this all out?!?!
You want someone who'll work with you, not just take over and tell you what to do. You want someone who encourages questions, who wants you to continually grow in knowledge and confidence. When you have an advisor who not only listens to you but supports you in bringing your whole self into the conversation, to appreciate more deeply and to look more closely at what it is that motivates and inspires you, you have a real partner and good things happen. When you can draw upon your wisdom, intuition, strength and emotions, WISE wealth planning happens.
"I'm passionate about making a positive difference in the lives of my clients. But to be truly effective in the long run takes more than passion... it also takes equal measures of discipline, resilience and patience. And an abundance of compassion."