Products and strategies
A New Financial Strategies Paradigm
Are you confused and intimidated by the prospect of learning which financial products might be right for you? Tresa is committed to educate her clients on which financial products and strategies might be right for their goals and the attainment of their financial life vision. She never rushes anyone to make a choice and spends as much time as each client requires so they can make an informed choice.
She knows that when a client makes an informed choice, they are much more likely to stay the course during difficult times in order to make sure the strategy works. Women in particular desire knowing that their financial plan is understandable, doable, and will create the financial security and wealth they desire.
Tresa has provided advice and hand crafted plans to hundreds of women and couples over the years.
Her system is simple - have a dream, design a plan to get there, and pursue it!
- A woman in her 60’s met and married her soul mate. With Tresa’s help, they negotiated combining their financial assets and are on track to retire early.
- A female client who always dreamed of being an artist, retired from her corporate job and created a step-by-step financial plan to begin creating and selling her artwork in galleries around the northwest.
- Other clients’ who made a choice to design a new plan for their life include a woman who left her job as a retail clerk to design a line of clothing, a woman lawyer who became a fitness instructor, and a senior management consultant who resigned her job to become a Life Coach.