Purse Strings Approved Professionals

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Overview of Services

I specialize in helping individuals and business owners create a financial future using tax advantaged insurance and investment strategies.

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Overview of Services

Our focus is on providing predictable outcomes for our clients and reducing financial worries so they can more fully enjoy their lives. We provide financial services and solutions based on the individual situation, and the specific needs, goals, and circumstances of each client.

Purse Strings Approved Professionals

Becoming financially savvy is only the beginning. We want our women to surround themselves with a talented and thoughtful team of the financial advisors and insurance associates who will help them plan for their future. Yet, we are keenly aware that so many providers in these industries lack the skill set to work with women and their unique needs.

Purse Strings works with the Professionals who work within this arena in your neighborhood and especially train them in the Purse Strings philosophies as well as teach them how to best serve our network of women.

We vet them for their flexibility, empathy, creativity, strategy, and work style. When a service provider passes our qualifications, they become Purse Strings Approved—and we know that they are perfectly equipped to serve the diverse demographic of women who we serve.

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