I run a Safe Money Practice for women
Most of my clients are busy, responsible women who want the confidence to understand & be a part of all financial decisions.
Regardless of their age, relationship status, or career my clients are in,
they ALL have the same 3 concerns:
Where do I start?
Each industry has its own language. Let’s build on what you know & understand. I call this:
Finance 101 for Savvy Women
Education + understanding = Confident money decisions.
We’ll take a courageous look at an imperfect balance sheet. Where are you and where do you want to be?
Take a look at your family tree. Who are you supporting? How does this financially affect you?
Create your imperfect balance sheet
Will I have to budget?
Budget sounds like diet & no one likes that word. How about paying yourself first?
Create a safe money plan & build certainty
Uncover the purpose for your money, and discover your “why”.
Reduce risks and increase certainty. Understandable, Uncomplicated, and Automated are the goals.
Options for Abundance: If your needs are met, what are your wants?
discover your why, take this quiz!
Will I un out of money?
This is a top concern as women age
Wisdom for wise choices! Watch for:
Do you know your estimated, annual, retirement income amount? No one ever shared this with ME.
Would you have to save more to get a higher income? Maybe not. Interested in knowing how?
get your free retirement income report.
Do you just need to update some information, or are you ready to move forward with a Safe Money Strategy?
Whether your questions are simple or complex, let’s schedule some time based around your needs!