Book a Complimentary 30-Minute Exploratory 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 financially stuck place you're in?
Navigating midlife and are in your 40's or older.
A smart, educated and talented woman.
Perhaps you've raised a family, have or had a successful career.
Perhaps been through a life-changing event, such as a divorce, widowhood or career transition.
Vibrant, young-minded and want to redefine what this chapter of life looks like for you.
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 trust or talk to.
What You Need Most Right Now
is a Path to Get Unstuck
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 financial AND emotional pieces of your life.
Your Financial Journey is About More than Budgeting
There is so much more to your financial journey than budgets, spreadsheets and math. To create true financial wellness, it is a holistic process that helps you heal financially to create a new money story for your life while design a spending plan for your finances that accounts for everything — your current bills, future goals and living your best life on your terms.
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!