I never thought it would happen to me but, after 19 years of marriage, I experienced a divorce. I was devastated and concerned about the future. My life had suddenly changed and I was alone with two children trying to maintain a home and career.
I accepted a position in a male dominated industry. There was little flexibility and I soon discovered their values did not match mine. A month after I voiced my concern about a situation, I found myself looking for a new opportunity. Although it was a difficult experience, my path led me to become a financial advisor - a role where I have the ability to empower other women.
As a financial advisor, I meet women who have experienced a life-changing event that leaves them solely responsible for their financial decisions. This change can leave them feeling alone, overwhelmed and unsure of what to do next. They simply want someone to listen and help them understand their next steps.
That's why my passion as a financial advisor is to create an environment that encourages women to use their voice and be a part of the process. When they feel heard, understood and valued, it builds their confidence. This is when I see a shift in them. Their eyes light up and there is an immediate sense of relief.
With my clients, I focus on the things they are most concerned about:
Will I have to change my lifestyle?
Will I run out of money?
How can I feel confident about the decisions I am making?
Using my process, I will help create your personal strategy to live life more confidently by first uncovering the purpose for your money, reviewing your assets and looking at your lifestyle planning options.
Then, I will incorporate my balanced investment strategy that balances your need for income, growth and protection.
You will also have the chance to become a part of my confident women's club that provides education and fun.
If you're ready to take the first step toward a more confident future, give me a call today.
- Retirement Income Strategies
- Wealth Strategies
- Divorce Finances
- Intergenerational Planning
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- Active Lifestyle
Phone NumberDeb Hall at (574) 206-8500
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