Get Unstuck and Design the Life That Makes Your Soul Sing
Hi! I'm Patty! I am honored you're here and taking the time to explore if we might be a good fit to work together. If you're a woman navigating midlife and asking, "What's next?", welcome to your new home to help.
Here's What I Do and Why I Do It
I do what I do so that every midlife woman asking, "What's next?" designs a life and financial plan that makes her soul sing; so that she feels empowered, secure and safe now and decades to come.
I am here to reach 1 million midlife women, who have been through life-changing experiences that have left them feeling stuck, and show them the exact steps to experience clarity and confidence.
One of the biggest misconceptions about financial services professionals is that we don't experience financial challenges. Nothing could be further from the truth.
The Big Misconception
I've been married, divorced, spent 11 years as a single mom and later remarried.
After spending more than 25 years in corporate investment management, going through my own financial challenges and midlife reinvention, and confiding in close girlfriends, I discovered more and more women were seeking guidance and direction for their personal lives and financial lives.
They felt shame for past financial experiences and mistakes and weren't sure who they could trust for fear of being judged.
When I shared my story, that paved the way for them to share their stories, too. All they needed was someone to start the conversation first. That's how Fear.less Girl Financial came to be.
What is a Financial Therapist?If personal finance was only about the mechanics of money, we'd all have beautiful budgets and fully-funded emergency funds. However, there is so much more to your money than budgets, spreadsheets and math.
By definition from the Financial Therapy Association, financial therapy is a segment of the financial industry that merges finance with emotional support.
And that's where I come in. I pick up, where mainstream financial services leaves off, to bridge the gap between the emotional and practical in helping midlife women shift how they see themselves and their relationship with their money.
I know what it feels like to be confused about who to trust for judgement-free guidance, which is why I do not sell insurance or investment products, so you have me as an unbiased, advice-based guide.
My Professional History:
I've been part of the financial services industry since the mid-1980's. While my career began in corporate investment management, I experienced my own midlife reinvention several years ago and transitioned to personal finance.
Fear.less Girl Financial
Founder - CEO: 2018–present
Founder and Digital Marketing Educator: 2004–2018
Tapke Asset Management
Client Experience Strategist: 2001–2004
Retirement Capital Advisors
Director of Trading: 1999–2001
O.N. Equity Sales Company
Trading Desk Manager: 1997–1999
Renaissance Investment Management
Securities Trader: 1989–1997
Sena, Weller, Rohs, Williams (Reynolds DeWitt & Co.)
Assistant Securities Trader: 1987–1989
I am an active member of the following organizations and communities:
Financial Therapy Association
National Financial Educators Council
Females & Finance Community
and have been a featured guest on various midlife podcasts.
Licenses formerly held:
Series 6, 7, 65, 24
On a Personal Note:(Common mistake: My LAST name is Gale)
As an advocate for single moms in crisis, I passionately serve on the Women's Auxiliary for Dream Centers - Mary's Home in Colorado Springs.
Here are a few quirky things about me.
- I have a deep obsession with dark chocolate - nothing else compares.
- I'm deathly afraid of crossing over railroad tracks - have no idea why.
- While I live near the mountains, I'm definitely a beach kinda gal - always will be.
- My birthday is on Talk Like a Pirate Day - aye, mate!
- I'll embrace my gray hair when I'm 90 - maybe.
If you haven't done so already, be sure to access your free guide to jump start your journey.