Overview

Financial Advisor with an MBA and CFA Charter and 20+ Years of Experience and the Nationally Published Author of Faithful Finance: 10 Secrets to Move from Fearful Insecurity to Confident Control, is seeking to acquire another Fee Based Financial Planning and Advisory firm near Dallas/Fort Worth, Texas and/or Park City, Utah.

Financial advisor is a mom, businesswoman, and entrepreneur. She has two decades of experience with helping people make smart choices about money. She knows that money can be one of the great causes of stress in life—but that it doesn’t have to be that way. Finances, in fact, can be a great source of joy, security, and hope.

In Faithful Finance, this Author comes alongside you to:

Develop a savings plan based on your unique goals
Make a monthly budget that actually works for you
Reduce your overall debt burden
Plan for your children’s college years
Insure your life without fear
Leave a legacy through estate planning
Encourage you to give generously
And most importantly, discover the source of true wealth.

This Financial Advisor and Nationally Published Author owns a boutique investment firm providing custom financial plans for clients, along with investment management services and insurance products such as Life, Disability, and Long Term Care. If you are serious about selling your Fee Based business and AUM, please contact her.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
1,306 days old

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