Since the dawn of time, women have conquered insurmountable obstacles. From earning the right to vote to taking over the majority of the workforce (WSJ), women have never backed down from a challenge to succeed. So, when life’s challenges ( such a divorce or the unexpected death of a spouse) leave you upended, and you aren’t sure where to start financially, know that our Certified Financial Planners™ (CFP®) are here to help.
We won’t just guide you through these new financial changes; we will help you thrive in the face of new challenges and gain the financial independence necessary to maintain your quality of life.
At ProVise Management Group, Susan Washburn, CFP® J.D, a Senior Financial Planner, along with many of the other female members of our team know the unique challenges that women face, especially when it comes to financial planning. Many have walked this road and found the key to financial success through our proven strategies to gain financial independence.
Request Your Complimentary Consultation from a CFP® Professional
Why should women trust ProVise Management Group with their financial planning?
At ProVise Management Group, more than half of our team is comprised of women who have achieved CFP recognition in the field of financial planning. Several of them hold leadership positions within the firm.
In other words, we are an organization who recognizes and values strong women. We know the unique challenges women face, and we understand the freedom that comes with financial empowerment.
We take a collaborative approach to the work we do with our clients. We assess your personal goals, review your risks and consider your personal values when developing a roadmap to your financial stability. Our financial plans include strategy around the following areas:
What to expect in a complimentary consultation
A 30-minute complimentary consultation with ProVise Management Group is different from what you may have experienced with other financial planners. In this meeting, you'll speak with a CERTIFIED FINANCIAL PLANNER™.
We want to know more about your goals and place in life than how much money you have in your accounts.
We would be happy to meet you in person at our Clearwater and Tampa offices or schedule a Zoom call.
Here’s a quick snapshot of how our consultation works:
What prompted you to contact us?
Is it a new job with a complex compensation plan, the formation of a new business, a birthday that makes retirement feel more imminent, an inheritance, the death of a spouse or another event?
What are your goals?
We'll discuss your objectives for your finances and retirement and diagnose any potential issues that may be keeping you from reaching your goals.
Here's how we can help
We’ll tell you about us and how we work, including the services we offer and our fee structure. Then, we’ll give you the time and space you need to decide if you want to work with us—and when you’re ready, so are we.
Schedule a Complimentary Consultation
Financial planning is not one big thing…it is hundreds of little things™. We will walk with you every step of the way through investments, debt payoffs and everything in between to help you reach the financial goals that matter most to you.
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