I am a Chartered Financial Consultant and Certified Divorce Financial Analyst with over 30 years of extensive experience in the financial services industry specializing in empowering women to manage their finances and wealth. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. I have a deep passion to help women pursue their financial goals through engagement and education in a comfortable setting. My goal is to save you time and empower you to be more intentional and organized with your money and investments. I’ll show you a clearer picture of your financial path and give you sound advice and guidance that will help enable you to make informed decisions with your money.
🔹 Why I do it: I’ve witnessed countless times where women have created their own risk by NOT getting involved with their money. MOST women will be solely responsible for their financial affairs at some point in their lives. Yet the majority of women either leave the financial/investment decisions to their spouse, are busy juggling responsibilities that they unintentionally neglect their financial priorities; or avoid their finances because they are intimidated by investments/financial jargon. These actions can put women and their families at risk of falling behind, or worse if they are suddenly left alone due to death or divorce. Having a trusted partner can help prevent the devastating effects these situations may create.
🔹 How I do it: After meeting with you to understand your objectives, values and resources, I will customize a comprehensive financial plan that will show where you are now, where you’re headed and any risk you might be facing. You will receive a plan of action to help you stay focused on your goals and better understand what it takes to work toward them. As life changes, so does your plan, we’ll meet on an agreed schedule to review and modify as needed, helping to ensure that your financial plan stays current and dynamic keeping you on track to pursue your goals.
