Financial Advisors
As your financial coach, I have helped you and your partner increase your financial literacy and improve your communication and long-term behavior with money. Now you are ready to take the next step and hire a financial planner to assist you with the long-term growth of your assets and wealth so you do not run out of money in retirement and can comfortably provide for your family.
Below are advisors that I have personally vetted and are committed to accelerating wealth creation and financial independence.
MELISSA WALSH, CFP, CFA
CLARITY FINANCIAL DESIGN
We specialize in helping women like you dream big, plan carefully, and stay focused on your financial purpose so that you can walk your path with clarity.
Book A Free Introductory Call today!
Specialty: Women who are seeking financial clarity and empowerment.
Website: www.clarityfinancialdesign.com
Email: melissa@clarityfinancialdesign.com
KAYLIN DILLON, CFP
KAYLIN DILLON FINANCIAL
Hi! I am Kaylin. I started my financial planning firm to help couples thrive financially regardless of how they define “what’s mine” and “what’s ours”. I help simplify the financial conversations and decisions that most busy couples either do not have time to take on or find too messy to face alone. I started my own company focused on couples with prenuptial agreements, blended families, and separate assets.
Book A Free Introductory Call today!
Specialty: Blended families, prenuptial agreements, separate assets
Website: https://kaylindillonfinancial.com
Email: kaylin@kaylindillonfinancial.com
Chelsea Ransom-Cooper, CFP
Zenith Wealth Partners
Through Zenith Wealth Partners, Chelsea helps her clients through the many financial challenges they face as women with ambitious goals. Together, they work through:
-Equity compensation strategy and tax planning
-Investing and portfolio management
-Debt repayment
-Cash flow analysis
-Retirement planning
-Legacy planning
And more.
Website: https://zenithwealth.partners