Empowering Women as Financial Leaders
Fostering confidence and expertise in financial decision-making
From Life’s Transitions to Wealth Mastery
Whether you’re navigating the complexities of widowhood, or divorce, embracing a new chapter like parenthood or entrepreneurship, or relocating to new horizons, the need for a robust financial plan becomes paramount. Crafting this plan alone can be overwhelming, but as your dedicated financial advisor, my mission is to provide unwavering support, helping you build confidence, knowledge, and a practical roadmap to financial security.
Together, we’ll demystify the world of investing, transforming it from a mystery into a realm where you confidently build wealth. Through education, partnership, and tangible results, we’ll navigate this financial journey together, ensuring your success as a savvy investor and guardian of family wealth.
From Life’s Transitions to Wealth Mastery
Whether you’re navigating the complexities of widowhood, divorce, embracing a new chapter like parenthood or entrepreneurship, or relocating to new horizons, the need for a robust financial plan becomes paramount. Crafting this plan alone can be overwhelming, but as your dedicated financial advisor, my mission is to provide unwavering support, helping you build confidence, knowledge, and a practical roadmap to financial security.
Together, we’ll demystify the world of investing, transforming it from a mystery into a realm where you confidently build wealth. Through education, partnership, and tangible results, we’ll navigate this financial journey together, ensuring your success as a savvy investor and guardian of family wealth.
A Four-Step Approach for Confidence and Success
1. Getting to Know you
Our first step is simple; we get to know you. We want to learn your purpose; what motivates you; what fears and concerns you have around money; and especially, your financial hopes and dreams.
By learning these things about you, we can understand what will help you feel safe and secure in your financial future and what success means to you.
We’ll also begin the groundwork of determining your current financial state by identifying your financial assets, where they are held, and how they can help you achieve your goals.
2. Presenting your options
Together, we’ll start building your financial plan using straightforward tools, including tax planning, estate planning, and investment tools.
We want to give you the tools to make the best decisions and see yourself as your ‘thinking partner.’ So, the plan we create will be easy to understand and monitor. It’ll also be flexible and easy to change, so it can continue to meet your needs when your life changes.
Once the plan is created, we’ll review it again to ensure it aligns with your goals and values before moving on.
3. Creating your plan
We will encourage you to build your financial knowledge and confidence as we plan for your future together. Our professional tools will make decisions easier by modeling outcomes from various options.
So whether you’re retirement planning or trying to re-establish after a significant life transition, such as widowhood or divorce, we can create a custom plan that gives you the financial stability and security you need.
We’ll continue fine-tuning your plan until it fits you, your family, and your goals. We are also happy to support you by collaborating with any other planning professionals you work with, such as your CPA or lawyer.
4. Implementing & Monitoring
Our role doesn’t stop once your plan is set up. We’re here to monitor, make necessary changes and continue to advise you.
When you work with Blue Anchor, your voice and opinion matter to us. We strive to create a service that helps you to feel comfortable and confident in your financial future; and that delivers the real results to accomplish your goals.
A Four-Step Approach for Confidence and Success
1. Getting to Know you
Our first step is simple; we get to know you. We want to learn your purpose; what motivates you; what fears and concerns you have around money; and especially, your financial hopes and dreams.
By learning these things about you, we can understand what will help you feel safe and secure in your financial future and what success means to you.
We’ll also begin the groundwork of determining your current financial state by identifying your financial assets, where they are held, and how they can help you achieve your goals.
2. Presenting your options
Together, we’ll start building your financial plan using straightforward tools, including tax planning, estate planning, and investment tools.
We want to give you the tools to make the best decisions and see yourself as your ‘thinking partner.’ So, the plan we create will be easy to understand and monitor. It’ll also be flexible and easy to change, so it can continue to meet your needs when your life changes.
Once the plan is created, we’ll review it again to ensure it aligns with your goals and values before moving on.
3. Creating your plan
We will encourage you to build your financial knowledge and confidence as we plan for your future together. Our professional tools will make decisions easier by modeling outcomes from various options.
So whether you’re retirement planning or trying to re-establish after a significant life transition, such as widowhood or divorce, we can create a custom plan that gives you the financial stability and security you need.
We’ll continue fine-tuning your plan until it fits you, your family, and your goals. We are also happy to support you by collaborating with any other planning professionals you work with, such as your CPA or lawyer.
4. Implementing & Monitoring
Our role doesn’t stop once your plan is set up. We’re here to monitor, make necessary changes and continue to advise you.
When you work with Blue Anchor, your voice and opinion matter to us. We strive to create a service that helps you to feel comfortable and confident in your financial future; and that delivers the real results to accomplish your goals.
