I have a mission to educate and empower my clients, especially women, regarding their finances. Throughout my life and career, I have watched women struggle with financial decisions and situations because they didn't have the knowledge they needed to feel confident in their decisions. I inherited my mom's frugal nature and learned many lessons about money from her, but I also watched her wrestle with investment decisions due to her fear of loss. I think if her options had been fully explained and she had more knowledge about her choices, she would have made different decisions and would have been more comfortable financially and emotionally.
I have watched friends struggle after a divorce or death of a spouse, having relied on that person to make most of the financial decisions. As women, we handle everything else, and most of us don't have the time or energy to focus on one more thing that we haven't been taught about and aren't expected to handle.
I have also seen extremely intelligent, successful people put off making important financial decisions because they lacked confidence in their abilities and knowledge. My goal is to make sure my clients have the information they need to make those decisions and plans for their future and the future of their families while feeling as confident as possible in their abilities to make those decisions. Working with your tax and legal professionals, I try to present the best options for your situation and illustrate how the decisions you make today will impact the future.
I work with a variety of clients – from recent grads to happily retired with many generations of family, from government employees to entrepreneurs. My goal is always the same, to understand what matters most to you and make sure we keep that foremost in whatever plans we make.
If you would like to learn more about our practice and how we work together, please email me at [email protected] or give us a call.
- Business Retirement Plans
- Retirement Income Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Socially Conscious Investing
- Special Needs Financial Considerations
My Personal Interests
- Outdoor Enthusiast
- Animal Rescue
- Health & Nutrition
- Home Improvement
Phone NumberKelly B Sherman at (540) 507-9903
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