The combination of these means that traditional planning isn’t always a good fit. Sometimes there are missing elements or we have to make compromises to make it fit us and that complicates the process. The bottom line for us as women is that we have to do more with less. So, being in control of your money is key. And, planning is a great tool to accomplish that.
We use a Collaborative Approach where you become an active participant in the process from the start. And, we offer Values-Based Planning with a twist. That is, our plans are based on your values and your goals because we know that your values impact your ability to achieve your goals. And, the twist is, since we’ve been in your shoes we are aware of the types of challenges you might face and we incorporate contingencies in our plans to help mitigate their effects so you can stay on track to achieve your goals.
Remember, when you are in control of your money, everyone benefits.
Sign up a Complimentary Strategy Session so we can discuss your goals and challenges as well as options to help you meet your goals.
I’ve been a financial and business advisor for 20+ years. During that time, I’ve zig-zagged between finance and business because I fell in love with both while working with companies like Deloitte, American Express Financial Advisors, and the Small Business Development Center.
Today, as a Certified Financial Planner™, I combine the lessons I’ve learned in both of these areas to help clients — individuals and business owners — take advantage of the best of both.
PS Worth is a fee-only fiduciary. That simply means that we always put our clients best interests first and we don’t charge or receive commissions or payments related to insurances or investments. Our goal is remain objective so we can make recommendations and suggestions that serve our clients. Our success is measured in terms of your satisfaction.
We offer personalized finanical planning services + jargon-free advice for everything money impacts in your life, and although we can assist you in implementing your plan, you are under no obligation to do so. In addition…
