WM Lakeshore Lunch Affinity Group

Financial Strategies for Women- Dispelling the myths at every stage of your career whether you are just starting out, getting ready to retire, or somewhere in between.

Simply put, tell me your story. As a female financial professional, I am experiencing some of the same things as you - balancing careers, motherhood, caretaking for other family members – which is why I take the time to listen and understand your responsibilities and motivations.

Financial consulting is a close relationship built on trust. Understanding your goals and values is the cornerstone of that trust. My approach is looking at the big picture and then going deeper to find out who you are and what matters most to you. I am passionate about helping you plan for your future no matter what stage of life you are in.

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For more information contact: 

Jennifer Gradnigo at Jennifer@blueberryrealtors.com

Sue Fritz, sfritz20@gmail.com

Michele Mollard michele@your-sherpa.com