Schedule a Free 30-Minute Get Acquainted Session
Have You Ever Wondered?Have you ever wondered what your life would look like if you had someone to to talk to about your vision and what your next steps might be to move past the stuck place you're in?
Who You Are:You are a smart, educated and talented woman.
Perhaps you've raised a family.
You have or had a very successful career.
You've been through a life-changing event, such as a divorce, widowhood or career transition.
You are navigating midlife and are mid-40's and older.
You are vibrant, young-minded and love to try new things.
You feel financially unprepared for the future.
You doubt your self-assurance.
You are afraid of being judged by the norms of the financial services industry.
Your life looks great on the outside, yet you feel stuck and fearful in your finances.
You don't know who to talk to.
What You Need Most Right Now is a Bridge from Confusion, Doubt and Insecurity to Clarity, Confidence and Financial Security.
You're smart. If you could have done this by yourself, you would have. Our MidLife Money Makeover program meets you exactly where you are in your financial journey to bridge the gap between the emotional AND financial pieces of your life.
You Need a MidLife Money Makeover
Your New Financial Journey is About More than Budgeting
It is a holistic process that helps you heal financially to create a new money story for your life. You'll design a spending plan for your finances that accounts for everything — your current bills, future goals and living your best life on your terms. And it's about so much more than just the numbers.
Think of me as your personal money strategist helping you take your power back.
- Feel more confident about your money.
- Know that you're not alone.
- Write a new money story for your life.
- Build your future on your terms.
Why Work with Us?
When ask women what they wish for they often reply, “I just wish I had a plan to follow.”
What Women are Saying...
"I wish I would have had Patty's help and expertise after my divorce." - Bonnie
Your First Step is Simple
Schedule your complimentary session with Patty to get started.
This session is at no charge with no pressure to work with us further.
I can't wait to talk with you to see how I can help!