As a young girl, I did not worry about money; my parents were highly educated, had full time jobs and ran a private practice. We lived in a new house with a big backyard in a great neighborhood and took vacations every year.
Life was good until age 12, when my mom was in a bad car accident that left her unable to return to work full time for years. This incident derailed our lives. It was scary to see my parents so vulnerable, to feel insecure and uncertain about our future. I learned this crisis lasted because my parents had not prepared for the unexpected. This event had a massive impact on my life and how I manage money.
Now as a financial advisor, I see families that desire to feel secure in their lives and want to achieve big dreams, but are one crisis away from derailing it all.
That’s why my true purpose is to help my clients feel more secure in their financial future.
Most of my clients are highly motivated women; they are notorious for doing it all, often missing important financial decisions that will significantly impact their future.
Something has changed; they feel driven to reevaluate their future, but their lack of financial expertise and experience causes them to feel unsure and overwhelmed over what to do next.
They simply want to feel more in control, to know they have protected their future and have a clear path forward.
Whether these women are married or single, retiring or inheriting wealth, they come to me with three main concerns!
Have I done enough?
Can I continue my lifestyle?
How can I feel confident?
In our process, we will first clarify your values and evaluate how well your money is focused on your priorities while supporting the life you want. Next, we build a balanced investment strategy that deliberately balances your need for income, growth and protection. Finally, we implement our dynamic wealth process which proactively addresses your changing financial needs.
Call us today!
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Divorce Finances
My Personal Interests
- Health & Nutrition
- Active Lifestyle
Phone NumberCaitlin M Davis at (503) 585-1464
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