Our unique women’s experience
Based on the core issues and concerns that many women face when it comes to their money, we have designed a unique process that enhances the experience for women and their ability to become more confident in making smart decisions with their financial life.
Female Focused - Male Friendly
By working together we will
Develop your Life by Design Plan.
This vision provides a clear path to creating the life you truly want to live.
We will:
- Clarify your priorities
- Define your lifestyle
- Review your options and resources
- Design your path forward
Incorporate our Balanced Investment Strategy
Understanding what you have and why is a critical component to accomplishing what matters most to your future.
Building around your needs for:
- Safety
- Income
- Stable Growth
- Accelerated Growth
- Emergency money
Participate in our Confident Women’s Program
This program is designed to inspire, empower, educate, and prepare you for life’s opportunities as well as its inevitable challenges.
- Interactive Workshops
- Engaging Events
- Inspiring & Educational Communication
- Confidence Club
- Annual Celebration
Why Women?
To create an environment where women feel safe, encouraged and build their confidence
Viola’s Story
I am often asked what motivated me to focus my practice on the needs of women, here’s my story:
I was born an entrepreneur, at age four I decorated clam shells and sold them door to door, at 10 I sold greeting cards, by 14 I was babysitting and at 16 I started teaching music.
While I was great at working and earning, I just accepted what I was paid and was afraid to ask questions. It was this entrepreneurial spirit that led me to a career in the financial industry.
On my path to becoming an Advisor I was often still afraid to ask questions, but learned to boldly challenge the advice from others by asking questions until I understood the decisions I was making. This lead me to a confidence I never knew I had.
That’s why my passion as a Wealth Advisor is encouraging every woman to ask questions, face their fears, and embrace their financial life so that they too can go from a feeling of uncertainty to that wonderful place of feeling confident.
That’s why I do what I do.
Keep in touch with Viola
