Our firm was born to serve. We guide women who are experiencing LIFE CHANGES on their financial decision-making journey. Divorce, motherhood, marriage, career changes, etc. are all instances where a woman's finances are suddenly catapulted to the forefront of her life, we want to be there to hold her hand -- and help her make sound decisions. A CERTIFIED FINANCIAL PLANNER™ is a FIDUCIARY, this means you can entrust that the advice she is providing you with is in YOUR best interest, second to no one else's. Our conversations open the world of finance in a way that is digestible, clear and most importantly, applicable. Building a long-term relationship, without judgement or fancy financial jargon, is our priority. ♡ Hablamos Español ♡
External link for Women's Financial Planning Boutique™
1825 Main St
Suite 14
Weston, Florida 33326, US
9720 Stirling Rd
Suite 108
Cooper City, Florida 33024, US
Thank you for this honor, Weston! 🩷
Congratulations to all of our 2024 Annual Weston Business Award Recipients. You do our business community and City of Weston proud!!! 🤩 Haleem Mohammed MD MBA & Gameday Men's Health Jose Gonzalez with Weston Pickleball Club Isabel Magette Rita Case & Rick Case Automotive Group Olga Espíritu, CFP® & Women's Financial Planning Boutique™
So very HONORED to receive this award, “Weston’s Small Business of the Year.” Looking forward to celebrating tomorrow!
Congratulations to our Weston Chamber of Commerce Annual Business of the Year Honorees! 👏 Please join us this coming Wednesday, April 17th at Bonaventure 19th to celebrate their successes, sponsored by Broward Health Weston! ⭐ Rookie Business of the Year 🏆 Gameday Men's Health Weston Small Business of the Year 🏆 Women's Financial Planning Boutique™ Community Champion 🏆 Weston Pickleball Club Jose Gonzalez Corporate Steward of the Year 🏆 Rick Case Automotive Group Pinnacle Award 🏆 Isabel Magette
🔊We embrace diversity and prioritize empathy over sales, listening over statistics. Let's evolve wealth management into financial life management. 💰 As we approach a future where women are projected to control nearly $110 trillion in global wealth by 2025, it's time to rethink our approach to wealth management. 🚀Join me in reshaping our industry for a more inclusive, equitable future. Together, let's make change happen now. #WealthManagement #EmpowerWomen #DiversityInFinance #financiallifemanagement https://shorturl.at/lvFS2
💗This March, let's celebrate our achievements as women in finance and reaffirm our commitment to creating a more inclusive and equitable financial landscape where all women have the opportunity to thrive and succeed. 💸 #womeninfinance #womenandwealth #womensupportingwomen #successmindset #womensrights
📊60% of women retire earlier than planned, yet we earn approximately 21% less than our male counterparts. We can only control the decisions we make today and the actions we take in the present to ensure the retirement we deserve in the future. 💖 🤓 It is essential to consider these factors from an early age and work on our financial wellness & fitness to optimize the resources we will have available for our retirement. Have you created a financial plan yet? Let's do this! 🌺 💪 🌺 https://lnkd.in/ehg-NtQF