You are highly responsible, living a full and busy life and juggling multiple responsibilities. As a result, you may have neglected your financial affairs or allowed others to make decisions for you. Either way, something has changed, making your money a high priority.
You know you need to take charge and get more involved, but just the thought of where to start feels overwhelming and causes unnecessary anxiety.
You don’t want to be told what to do. You want a clear plan and to understand what you have and why you have it. This empowers you to make smart financial decisions.
Whether you are a young mother, career woman, entrepreneur, trusting wife, divorcee, or widow – chances are you share the same concerns:
- Do I have enough?
- Will my money last?
- How can I feel more confident with my money?
Clarity Wealth Process™
We have created a simple but powerful three step process that provides the clarity you need to make smart financial decisions.
Do You Need
By Mariella Foley
Growing up, my mother was the hardest working woman I knew. She was the rock of our family. After my father suffered from several heart attacks, the burden on my mom doubled. Her greatest stress was financial, driven by her fear of not having enough to provide for and protect her children. I delayed my college studies in order to work, contribute, and help my mother. It was my love for my mother and her tremendous courage that inspired me to build a career in the financial industry.
When I became a financial advisor, I naturally gravitated towards helping women. While the industry was focusing on men, I wanted to make working with women a priority. I wanted to be the advisor that my mother never had, who she could call upon for life’s daily financial stresses. I wanted to help the mother, the career woman, the trusting wife, or the woman who is experiencing a difficult life transition. I wanted them to know that I cared about their future, and help provide a safe and encouraging environment where they could discuss their concerns, ask questions, and feel supported. I wanted to be the advisor that my mother never had.
That is why I feel my true purpose as a financial advisor is to create a welcoming environment that inspires women to become more involved in planning for their financial future. I strive to empower women to become more confident in their ability to make smart financial decisions and to live the life they want and deserve.
Certified Financial Planner (CFP) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. A CFP professional is trained in the area of financial planning, estate planning, taxes, investments, insurance, and retirement planning. The role of a CFP professional is to integrate all of these disciplines creating a plan that serves the best interests of you and your family.
Individuals who hold the ADPA® designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
A Certified Divorce Financial Analyst (CDFA) uses their knowledge of tax law, asset distribution and short- and long-term financial planning to achieve equitable divorce settlements.