Tresa Leftenant believes strongly that a Certified Financial Planner is the most qualified person to help women learn what they need to know to pursue their financial dreams. She authored a white paper titled How To Hire A Trustworthy Financial Advisor (Click to Download Now!) to help women understand the value of engaging the financial planning process.
I want to make it easy for women to overcome their mistrust of the financial industry so they can take the steps necessary to create the financial stability and wealth they desire.
Every woman is at a different place along the hierarchy of financial independence. That is why a personalized plan is so critical to success. There are common actions that we all need to take as we walk the path from survival, to foundation, to security, to wealth and to abundance or financial freedom. If you are at the financial stability phase, what do you actually need to do, and think, to move to financial wealth and beyond? It can take years to discover the keys to financial success on your own, or you can sit down with Tresa and develop a plan to get you there faster.