Year-End Financial Planning: How to Finish 2024 Strong (and Prepare for Holiday Spending). Year-End Checklist Included.
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Put your mind at ease with The FI Woman's holistic, fee-based approach, offering one-to-one coaching, financial education, and personalized financial roadmaps. We incorporate the various aspects of your life that matter to you to create a clear path for achieving your goals and aspirations.
I am a Certified Personal Finance Counselor, former Edward Jones Financial Advisor, retired Mechanical Engineer, and author of six personal finance books.
Since launching The FI Woman LLC in 2015, I have provided financial coaching and education to hundreds of women, helping them gain confidence in their financial planning and ability to achieve financial freedom and security.
The FI Woman LLC is an independent, fee-based financial advisor that does not sell financial products or earn commission from product affiliations. That means you can trust that my advice is based solely on what's right for you!
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