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Why SFP is committed to working with women

Empowering women to gain financial confidence

Many women have not felt heard in the traditional investment experience. Most of my clients have reached a point in their life where they want to learn more about their money in order to feel confident about their financial future. They want an atmosphere that engages them, and keeps their goals first and foremost in a collaborative process

What I learned from my mom...

A simple woman, she was brilliant ....

As a child of the depression, my mom was smart, and frugal when necessary. She and my father built a successful business and watching her make financial decisions for our family was instrumental in my life.  She was the guiding source of financial security for our family, and I loved learning from her.

When I became a Financial Advisor, I quickly learned how independent my Mom was.  

Many women lack a voice in the process of planning for their future. As we began our conversations, they were eager to learn and be engaged but in the past, to them it felt like their voices weren't welcomed.

My true purpose as a Financial Advisor is to give every woman a strong voice in her financial future. My goal is to encourage every woman so that she can focus on living a full and rewarding live.

Leaving your finances in just anyone's hands isn't an option.
Why not work with an Advisor that understands what's important in your life?