Savvy Women Invest on Purpose
Preparing Your Investment Portfolio for a Volatile Election
Join ProVise President Eric Ebbert in a timely discussion about how to prepare your investment portfolio for a volatile presidential election.
Thursday, October 15th at 2:00 p.m.
Susan Washburn, CFP®, JD
Senior Financial Planner
My mission is to create an environment where you take ownership of your financial life while participating in a community that encourages, supports, educates and empowers you.
I lived a charmed life. Then, a hurricane changed it all.
As a young woman, I lived a charmed life. By thirty, I had a fabulous job, wonderful family and beautiful home in New Orleans. Then, two events derailed my life. Hurricane Katrina destroyed our home forcing us to evacuate and relocate to Florida. After spending several years rebuilding our lives, I finally felt settled only to be knocked off my feet by a divorce.
While I could not control the devastation of Hurricane Katrina, I could have better managed the financial chaos left by my divorce. Here, I was educated as a lawyer, working as a stay-at-home mom and I delegated my financial affairs leaving myself vulnerable, overwhelmed and embarrassed by my lack of financial knowledge. To regain my life, I needed to become smart about money and this journey led me to a career as a financial advisor.
As I shared my story with other women and clients, I was shocked by how many women are in the midst of their own financial hurricanes leaving themselves vulnerable. That is when I realized my true purpose as a financial adviser went far beyond simply managing their money. I began to inspire women to take more ownership in their financial lives. By encouraging women to face their fears and to get smarter about their relationship with money, they become confident, engaged and empowered in their financial futures.
CREATING FINANCIAL CONFIDENCE
Lifestyle Wealth Plan
BALANCED INVESTMENT STRATEGY
Where we delicately balance your desire for safety and income with your need for growth. By understanding the functions of your different investments, you will have a much clearer understanding about:
• What you have
• Why you have it
• How is it going to help you
JOIN OUR SAVVY WOMEN'S GROUP
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.
STRAIGHT FROM THE SOURCE
Read our market analysis reports to stay up to date on the raw numbers that impact your financial landscape.
3 important steps to take after a sudden financial windfall
So, you may have recently received a raise at work or perhaps a significant bonus. Maybe you have received a large inheritance after the passing of...
Retirement planning for women: A guide
Women make up about half of the population. But there are many women out there who report that they feel unprepared for retirement. In fact, one...
How to protect your assets in a divorce
Divorce can be a challenging and emotional time by itself. The divorce process can be even more emotionally taxing when you know that divorce can...