Smart Planning for Women
With the right support, building financial independence doesn’t have to be scary or hard. Because what I know is…. when we understand the steps to take to confidently build wealth from the inside out we can better focus on bringing our unique gifts into the world in ways that have the greatest impact.
My unique approach to serving purpose-driven women merges the spiritual, emotional and practical aspects of money by providing my clients with education, tools and strategies to grow financial confidence, independence and freedom.
I am happy to support you wherever you are on your financial journey!
Here Are 3 Ways To Work With Me
Behavioral money coaching informs us on the root of our money choices, patterns, and the day-to-day management of money issues.
I empower women to take financial control and live the life they want. I believe in listening to my clients and discovering their financial goals.
My focus is to help clients build, manage and preserve their wealth through proactive planning and customized wealth management solutions.
What Your Money Archetypes Say About You
Ever wondered, as a purpose-driven high-achieving woman, why you make the money decisions you do (good or bad)? Are you confident in the financial decisions you make? Or, do you put off making important financial decisions? Or, do you avoid charging what you are worth? If you would like to learn more about the voices driving your financial decisions and what it all means, I invite you to take my free Money Type Quiz to find out!
Join Our Facebook Community
Rise to Your MONEY POWER
Receive tools, resources and education on how to create a more empowered relationship with money! If you’re a high achieving, purpose-driven woman who is ready to be part of a supportive community of other women who want to build the foundation for an empowered relationship with money while building a profitable and thriving business, this is the place to be!
3 Essential Tips for Maximizing Your Retirement Savings
Maximizing your retirement savings and tracking your progress goes a long way towards achieving the retirement lifestyle you desire. With IRA contributions due by May 17th, this is a good time to talk about retirement planning and to determine whether you are on track to meet your long term goals. Here are three essential tips […]
5 Smart Ways to Spring Clean Your Finances in 2021
This is the time of year that many of us take on the project of spring cleaning our home. We take time to clear our spaces and organize them. Well just like spring cleaning our homes, our finances could benefit from spring cleaning as well. Here are 5 ways to spring clean your finances: Organize […]
How to Take Charge of Your Spending
Taking charge of your spending is instrumental to creating a solid financial foundation During times of uncertainty and fear we sometimes can get stuck in a rut of confusion and may be tempted to abandon our financial plan. Sticking to a plan is more valuable now than ever and may involve getting back to basics. […]
© 2021 · Pamela Plick | Certified Financial Planner | Certified Money Coach | Author. Check the background of this financial professional on FINRA's BrokerCheck