Stephanie Sammons, CFP®

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About Stephanie Sammons, CFP®

I’m Stephanie Sammons, Founder/CEO of Sammons Wealth Management. I’m a CERTIFIED FINANCIAL PLANNER™ and Wealth Manager with 25 years of experience guiding the LGBTQ Community to and through retirement.

Our mission at Sammons Wealth Management is to help you make your unique vision for retirement a reality!

Most of our clients are LGBTQ (and LGBTQ-friendly) professionals who are 50+ and within 10-15 years from retirement (or already retired) and have accumulated $1M+ in investment and retirement assets.

Our LGBTQ retirement planning solutions include our proprietary G.R.O.W. Retirement Planning Process, portfolios crafted and managed for your retirement years, income and tax planning, healthcare planning, inheritance, and legacy planning.

Our clients value their time, high-touch personal service, the ongoing guidance of an experienced financial advisor, and financial peace of mind.

To learn more and schedule an introductory call visit https://sammonswealth.com.

Angela Furubotten-LaRosee, CFP®

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About Angela Furubotten-LaRosee, CFP®

Investment Management & Financial Planning for Professional Women in STEM or Education or Hanford Pre-Retirees * Fiduciary * Fee-Only * CFP® Pro*

I believe in the power of planning. I help independent-minded women, especially those in STEM and education careers, build wealth and achieve what is important to them and their loved ones.

“How is she different from other advisors out there?”

– The absolute, most important thing? My relationship with YOU. I answer only to you. I don’t work for some large, obscure company who is calling the shots.
YOU and your family’s interests come first. That is what being a Fiduciary means.
YOU know the cost & you write the check. Nothing is hidden & I don’t receive compensation from anywhere else. That’s what Fee-Only means.
YOU are in the driver’s seat of your financial life. I’m the guide to help you along the way.
– I sell no products. What do I sell? Advice, expert coordination of your financial life, & me and my firm helping you gain clarity and control so you can achieve what’s important to you.
– The teacher in me seeks to improve lives through education, especially for women.
– Have college-bound kids? My specialized knowledge helps families with college-bound kids prepare for the cost of college and develop not only a savings plan, but a 4-year plan to pay. Nobody wants parents to jeopardize their retirement to achieve the dream of a college education for their kids.
– Think you need to have saved a lot of money to work with me? Wrong! My business structure is unique. If you have a solid income, you don’t need any assets to work with me. Some advisors require $250k to $1,000,000 of assets just to be considered. This is important for younger people starting out.
– I make house calls. Yes, really.
– What’s required is the desire to dig deep, discover what you truly want out of life for yourself & your loved ones, and together, we can make it happen. www.AveaFP.com

Schedule a Call: https://www.aveafp.com/schedule-a-meeting-with-avea-financial-planning/

Jane Yoo, CFP®, MBA

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About Jane Yoo, CFP®, MBA

Jane Yoo is an Oakland, CA fee-only financial planner. Jane Financial provides comprehensive financial planning and investment management to Superstar Women in Tech who need help with their stock options and RSUs. The typical Jane Financial client is a high-performing Gen X or Millennial woman whose company has an imminent or recent IPO. Jane Yoo is based in Oakland and serves the wider Bay Area, including San Francisco, San Jose, and Berkeley. As a fee-only, fiduciary, and independent financial advisor, Jane Yoo is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jane is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). She previously worked at Aspiriant, a leading independent wealth management firm, serving corporate executives who needed help with their company stock options and RSUs. Jane also has professional experience at the Social Security Administration, and Vanguard.

Jane obtained an AB in Chemistry from Bryn Mawr College, and an MBA in Finance and Economics from the University of Chicago Booth School of Business. She is a proud aunt who is grateful that her sister, brother-in-law, and young nieces live nearby. Jane volunteers for Cat Town, a cat rescue group in Oakland that helps stressed, sick, and senior cats get ready for their forever homes. She enjoys Star Wars novels, comics, and animation. She incorporates mindfulness into her daily life. Most importantly, Jane has an adorable asthmatic cat named Zoe.

Read Jane’s blog here: https://janefinancial.com/blog/

Meg Bartelt, CFP®, MSFP

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About Meg Bartelt, CFP®, MSFP, MS, RLP®

Hi, I’m Meg. I’m the founder and lead planner at Flow Financial Planning. We are dedicated to women in their early-to-mid career in the tech industry.

We help women take advantage of the many financial opportunities that the tech industry offers. We want you to build a strong financial foundation so that you have more choice in both your personal and professional lives.

Do you:
• Make more money than you expected to? Are you anxious that you’re not doing the right thing with it?
• Have no one in your life you can talk to about your money?
• Have more money than you need right now, and you don’t want to waste this opportunity?
• Receive company stock but are unsure how to use it?
• Dream about leaving the tech industry, but wonder how you could walk away?
• Live in a high cost-of-living area and dream of buying a home?

Together we can work through it all. Get more clarity on what you want in life. Identify specific tasks you can do to organize, simplify, and strengthen your finances, so you can create that life for yourself.

I also know that your financial future depends as much on your career as it does on traditional financial guidance. In addition to being your financial guide, I want to help you cultivate a broader community of professionals–from recruiters to health professionals to career coaches–to grow your career, despite the stress and frustration that you can so often feel in this industry.

My credentials and education:
• Certified Financial Planner® professional
• Registered Life Planner®
• Masters of Science in Financial Planning, Golden Gate University
• Bachelor of Arts in Economics, Wellesley College

Prior to becoming a financial planner, I worked as a technical writer for 10 years in the San Francisco Bay Area, mostly in the software-security sector.

After San Francisco and two cross-country moves, my family settled in Bellingham, WA. (I can see Canada from my front porch!) So many of my interests—hiking, biking, cooking, yoga, never-ending kale—are part of the fabric of life here.

If you’d like to get some financial clarity, please set up a FREE consultation. If nothing else, check out my blog. Every week I write about issues pertinent to women in tech. You don’t want to miss the Adventures of Block Woman, do you?

Michael Palazzolo, CFP®

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About Michael Palazzolo, CFP®

I am passionate about learning and helping others with personal finance. I participated in multiple Your Money or Your Life study groups in the 90’s. Over the years, I have volunteered to prepare income taxes for low-income individuals and conducted financial education seminars as part of the Federal Reserve MoneySmart Week.

Since transitioning from my software engineering career in 2007, I have worked with people from Southeast Michigan and all over the United States as a member of a Consumer Credit Counseling organization and a Registered Investment Advisor with over $1 Billion under management.

I founded Fintentional LLC in 2016 with the objective to deliver transformational financial planning advice to Gen X and Young Baby Boomers contemplating full retirement, semi-retirement, a career change, starting a business or other significant life transition.

I am pleased to offer both ongoing financial planning as well as limited engagement planning to help clients develop a personalized approach to their finances.

I live just outside of Detroit in the city of Birmingham, Michigan with my wife, Amy. We enjoy running, yoga, live music, good food, and conversations with our friends. We are also passionate about traveling and I am proud to use Amy’s travel photographs on my web site.

Kelly Luethje, CFP®, MBA

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About Kelly Luethje, CFP®, MBA

I can’t wait to connect with you and I’m so glad you’ve found me. I’m Kelly – your personal financial planner and the founder of Willow Planning Group. I’m a fiduciary, fee-only CERTIFIED FINANICAL PLANNER™ professional. I’m independent, unaffiliated from any broker or dealer, and I don’t take commission on any referrals or on products I recommend.

I work with tech savvy-ish 30- and 40-somethings who live busy lives. I’m here to help you feel empowered about your money – especially if looking at all the numbers causes you stress. I like getting down to what you REALLY want to do in your life and then helping you make it happen.

About Willow Planning Group

We are a virtual financial planning practice providing financial education and guidance to those who live life on their terms. We help you set financial goals and make smart decisions with your money so that you can experience life’s adventures. We will be with you as you build your career, grow your family, and travel the world. We understand that everyone’s financial situation is different, and we are committed to being your partner from the early stages and helping you create the life you want. For more information about working together, visit us at www.willowplanningroup.com.

Read Kelly’s blog here: https://www.willowplanninggroup.com/blog/

Amy Irvine, CFP®, MPAS, EA

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About Amy Irvine, CFP®, MPAS, EA, CCFC

On her website, it states, “I love what I do, but I also very much enjoy warmth, good conversation, wine tastings, and volunteering. New York is extraordinary in the summer and fall, but so is Florida in the winter.”

In 2018, she decided it was time to take the stigma out of finances by combining her passion for finances and wine. She started a podcast called “Wine and Dime,” which highlights a different wine and financial topic each week, and she released her book combining those same two passions, titled, “Uncork Your Finances.”

Many know her as one of the co-founders of the Southern Tier Women’s Financial Conference – a day of collaboration and financial education, which will be hosting its sixth year!

Education and Experience:

– Amy holds a Master’s Degree in financial planning
– Certified Financial Planner TM
– Enrolled Agent
– Certified College Financial Consultant
– Financial Wellness Coach
– Over 25 years of financial planning and industry experience.

She is the Founder and owner of Rooted Planning Group, (Formerly known as Irvine Wealth Planning Strategies LLC) who uniquely, at the age of 44, decided to not only start her only company, but to act on what she defined as her perfect life and she splits her time between Parrish, Florida and Jasper, New York.

 

Cady North, CFP®, MBA

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About Cady North, CFP®, MBA

I’m the founder of North Financial — a boutique financial planning firm that specializes in helping women dream big and get their personal finances on track. A lot of my clients aren’t entrepreneurs yet, but they want to be or at least know they don’t want to work at the same desk job forever.

To give your dream the best chance of success, your personal finances need to be in order. However, with your busy personal and professional life, you probably don’t have time to wade through mountains of news and information to figure out what to do about your budget, investing, or retirement planning. This is where I can help.

My mission is to provide effective and affordable financial planning tools to women who desire to be their best self — financially, professionally, and personally. I help women dream bigger in all these areas so they can live out their greater purpose.

My parents were small business owners, and I learned to balance a business checkbook by the age of 13. I definitely have the entrepreneurship bug in me, but it’s taken me a while to get here. I spent more than a decade advising high-level executives of Fortune 500 companies while working for industry giants such as Bloomberg and Financial Executives International. I then took the leap to start my own business helping women and entrepreneurs plan for their futures. I have offices in both Washington D.C. and San Diego, and I work via virtual screen sharing and video conference so we can work together no matter where you live.

One of the reasons I love working for myself is I can plan my own schedule and give back time to causes I appreciate. Financial literacy is one of those causes for me and I like to get involved by providing free financial planning workshops to local organizations.

If you’d like to have the financial freedom to do something new in life, schedule a FREE consultation with me. I’d love to chat with you!

Julie Ford, CFP®, CPA

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About Julie Ford, CFP®, CPA

As a fee-only CERTIFIED FINANCIAL PLANNER™ with a decade of experience in the financial planning industry, Julie has helped hundreds of clients across the country to wisely manage their money. She specializes in serving city-dwelling couples, ranging from young professionals building wealth to parents of college-bound children, as they navigate the many transitional seasons that occur during these years of building a family.

Julie founded Ford Financial Solutions in 2015 to bring financial health to the complex lives of urban professionals across the spectrum of wealth. She prioritizes empowering her clients with the tools to create order in their financial world and reduce stress around money so that their finances can fuel — rather than impede — their goals and dreams.

In addition to serving clients, Julie promotes financial literacy through Ford Financial’s online courses, her personal finance blog Fiscal Therapy (named one of the Top 30 New York Finance Blogs by Feedspot), and by frequently providing insights to the media on a range of personal finance topics.

Julie is a Certified Public Accountant licensed to practice in the State of New York and a member of the National Association of Personal Financial Advisors (NAPFA) and XY Planning Network. She graduated from Texas A&M University with a Bachelor of Business Administration degree and a Master of Science degree, both in Accountancy. Prior to founding Ford Financial Solutions, Julie worked at two financial planning firms in New York City and as an auditor at Ernst & Young.

Julie and her husband Tony live with their two boys in New York City. They love the city and are embracing the adventure of raising urban kids.

Katie Brewer, CFP®

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About Katie Brewer, CFP®

Hi. I’m Katie Brewer, CFP® and I started Your Richest Life because I believe that busy individuals working to balance their professional and personal lives should have access to a financial coach who specializes in what they need.

When you’re a professional under 55, you’re juggling a high-intensity job along with the demands of life and family. Financial planning can easily fall to the wayside, but there isn’t a better time for you to be making financial strides.

Whether you’re a doctor, an attorney, a project manager, or an IT and business professional, I understand your struggle to make time for your finances, and I’d like to help.

I work with you to relieve money-related stress by helping you clarify your goals, identify and eliminate obstacles to those goals, and create an action plan to achieve them. I provide comprehensive financial coaching through fee-only services.

Since I don’t sell any products, I am free of the conflicts of interest that can arise from those arrangements. I have only one person to answer to for the work I do – you!

Together, we will develop a plan to put you in charge of your financial future. You don’t have to feel afraid about your money when you are in control of it!

I’ve been fortunate to accumulate over 15 years of experience working with clients and their finances through some of the most forward-thinking organizations in finance.

The Your Richest Life philosophy has been shaped through experiences with technology pioneer LearnVest as well as smaller boutique firms that focused on high net worth individuals. This philosophy includes comprehensive financial coaching and fee-only services.

I was just crazy enough to pursue my CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification and my MBA while working full time because I was so focused on achieving my goals, so I understand the passion you have behind achieving yours. And I have the skill to help you balance your current goals with your long term needs.

With my expertise, I can help you with retirement planning, figuring out where that pesky hole in your budget is, purchasing your first or second home, evaluating your employee benefits, and plenty more.

Along the way I’ve built some credentials that give me the expertise I need to do a great job for my clients:

-Completed educational, exam, experience and ethics requirements to become a CERTIFIED FINANCIAL PLANNER™
-Received my MBA from Texas Tech University (while working full time!)
-Completed Personal Financial Planning coursework at Southern Methodist University
-Received my Bachelor of Science from Texas A&M University
-Quoted in The New York Times, Forbes, and Yahoo Finance

In addition, it’s important to me to do something to help the next generation, so I volunteer with Junior Achievement to teach financial literacy.

On a personal note, I live in the Dallas area, but I’m originally from Austin and get back there whenever I can. I met my husband at the Mexican food joint where we both worked while in college and it was love over guacamole. We have a 10-year old daughter who’s a Lego maniac.

When I’m not coaching my financial clients or spending time with my little family, I like to sing alto in a philanthropic choir, hang out with my adopted greyhound Fran, and get outdoors for a hike or a concert whenever I can.

If you’d like to talk to me about financial planning for Gen X and Y, please set up a FREE consultation with me at https://yourrichestlifeplanning.com/schedule/