What I found is that often women don’t engage in conversations about their finances. They are either dismissed or don't know what questions to ask because it can all seem overwhelming. As a single mom of two boys, I understand the need for simplicity and ease when it comes to going through the financial planning process. My mission is to create an environment where my female clients will feel hear
d. A place that will encourage them to share their hopes and fears, knowing that the person on the other side of the table from them truly understands what is important to them. Most women are looking for answers to following three questions:
· Will I be OK?
· Can I continue my lifestyle?
· How can I make this process easier and less stressful? I focus on helping women feel comfortable and confident in making smart financial decisions. By using an established process, I am able to understand what's important to you. Only then can I build personalized strategies designed to help you achieve your goals. My senior branch office administrator, Janelle Hejnal, and I will partner with you throughout your life to help you keep track of the progress you're making towards your goals. Life happens and when it does, our partnership allows us to adjust strategies to help you continue to stay on track for your goals. Together, we will help you create and protect the life you have envisioned for yourself and your family.
Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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