Hey everyone and welcome to my new website.
Next Step Financial, your place to flourish, is an exciting move for me and hopefully all of you. I’ve been a financial advisor for a long time and have worked with some great firms. Something has been missing, however. This move will allow me to work with some amazing women and have a different approach and viewpoint than I’ve been able to have in the past. I’m partnering with a company called Equita Financial Network, a group of female entrepreneurs that have come together to share several back-office duties. They have engaged with professional companies to run trading, portfolio management and even compliance. For a small firm, these are the parts that make managing a business time consuming and sometimes overwhelming. As advisors, we want to spend our time with our clients helping them reach their financial goals. The ‘back office’ duties can take all our time, leaving not enough time to engage with clients. By having several independent firms joining together to share the expense of these tasks, it makes it manageable for all of us.
My focus for several years has been to work with women ready to take their ‘next step’, and this move is a way to more fully accomplish that. Now don’t get me wrong, men are still welcome, but it’s the women that don’t know where to start, that are going through a transition due to the loss of a spouse or a divorce that I feel most led to help.
I love to educate and you can find details on the website that will tell you more about the classes, called Circles that I teach. I am also a Certified Divorce Financial Analyst and would love to help you navigate the financial minefield that is divorce. My goal in divorce planning is for the spouses to come out as close as possible to whole. If you are starting down that very stressful path, please let me help you. I’ve been there twice and have experienced much of what you’re going through.
Investment advisory services offered through Equita Financial Network, Inc. (“Equita”). Equita also markets investment advisory services under the name Next Step Financial. The foregoing content reflects the opinions of the author(s) and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct.
All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.