You are highly responsible, living a full and busy life juggling multiple responsibilities. As a result, you may have ignored 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 causing unnecessary anxiety.
You don’t want to be told what to do. You want a clear plan, understanding 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.
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 a few heart attacks, the burden on my mom doubled. Her greatest stress was financial, her greatest fear was 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 overlooking them, I wanted to make them a priority. I wanted to be the advisor that my mother never had to 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 I cared about their future and worked to give them a safe and encouraging environment where they could discuss their concerns, ask questions, feel supported and encouraged.
That’s why today 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. By encouraging, supporting, educating, and empowering them they 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.