Our Favorite Things

Our Favorite Things

Chocolate, shoes, purses and wine! Sound about right?! What if we turned these “things” into feelings and expectations for your financial future, say retirement? Maybe it would sound more like, satisfying, comfortable, stylish and happy!  If you can choose to work towards your favorite expectations for your financial future, how would you do that?!  My guess would be, you would turn to someone you trust and believe can help get where you want to be.  However, 70% of women say they want to work with a financial advisor, but only 20% actually do, this according to Cerulli Associates research.

Then how do you obtain these coveted things you might ask….by finding an Advisor that’s right for YOU! Understanding the facts and figures is important, understanding how they relate directly to YOU is equally important! So….where do you begin?! Create a “Financial Vision”!  

Beginning to create Your financial vision can be as simple as “writing things down”.  Grab a pad of paper and just start writing! Checking, savings, credit cards, IRA’s, etc., etc. I’m truly not over simplifying here…every great adventure begins somewhere, yours can start here!  Women have been responsible for budgeting and buying for our family needs, for what seems like forever! For example, did you know that, according to the author of “Why She Buys”, Bridget Brennan, over 80% of consumer purchasing decisions in this country are made by women?! We know what we need and want…we’re budgeting for it, and buying it!  Now it’s time to commit the same tenacity in creating Our Own Financial Vision!

Feeling satisfied on the path you’re on, comfortable in the choices you make, knowing the style of investing you’re positioned in is appropriate for you personally and happy that you’ve found someone you trust! These are steps to creating Your Vision, or Your Favorite Things!

I understand that trust is not given, but earned…..earning your trust, more importantly, deserving your trust is my goal! My career objective as a Financial Wellness Coordinator, is to understand and help you on your financial journey, my desire and hope is to get to know you! I can help position that journey, into one that reflects You!

Feel free to give me a call or send me a note! I would be happy to discuss the next steps to pursuing “YOUR favorite things!”


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance references is historical and is no guarantee of future results.