PARIS Financial Planning for Women- Purpose Driven Financial Planning and Wealth Management

Financial freedom is not a fantasy - It's a formula

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Embrace Your Feminine Power and Financial Freedom Will Follow

EMPOWER

Feminine Approach to Wealth Creation (Mindset Shift)

Foster a balanced connection to your purpose by integrating rational decision-making with intuitive understanding. This approach balances head and heart for effective alignment of your financial goals and values.

PROSPER

Grow Your Wealth

Expand your wealth by diversifying assets and income streams, making savvy investments, and confidently multiplying your financial resources with ease for sustainable financial prosperity.

PROTECT

Your Tomorrow's Today

Take empowering steps to shield your wealth and protect vulnerable assets from life’s uncertainties like job loss, disability, divorce, or the loss of a spouse. Securing your financial stability and peace of mind brightens the path to a hopeful, financially independent future.

PRESERVE

Nurturing Your Legacy

Safeguarding your assets ensures a prosperous future for yourself and future
generations. You’ll be creating a legacy of abundance that spans generations, ensuring that your efforts today contribute o lasting prosperity and well-being for years to come.

By embracing the distinctive techniques of the feminine approach to wealth creation, you will transition from financial stress to financial freedom. With my unique feminine approach to wealth building, I guarantee you will achieve financial independence, enjoy peace of mind, and create the life of your dreams.

Empowering Purpose-Driven Women to Achieve Financial Freedom

Who I Help:

I work with women who are ready to take charge of their financial futures, including:

Women navigating the demands of entrepreneurship or a corporate career, feeling overwhelmed by where your m oney is going.
Widows, divorcees, and women approaching retirement
Women passionate about living a life of purpose and fulfillment
Women seeking the flexibility to retire on their own terms
Those who want a financial plan that provides options, freedom, and peace of mind
Women ready to confidently manage their m oney and wealth, free from the worry of “what-ifs”

How I Help:

Together, we’ll create a personalized financial strategy to support the life you’ve always envisioned:

Safe Money Strategies to grow, protect, and preserve your wealth and income
A Lifestyle Wealth Plan that aligns your values with your goals to bring your dreams to life
A Spending Plan designed for confidence and ease—because managing your money shouldn’t feel like a chore
The assurance of maintaining your desired lifestyle in retirement and beyond
Peace of mind knowing your legacy is secure

Ready to Design Your Life By Your Terms?
Take the first step toward financial confidence and freedom today.

Solving the Major Concerns of Women

Does any of this sound familiar?

You feel like you're earning well but still not building the wealth you desire.
You’re unsure if your financial strategy truly supports the life you envision.
You wonder if you're doing enough to secure a financially independent future.
You put off managing your finances because it feels stressful and overwhelming.
You dream of thriving in retirement, free from financial worries, while still growing your wealth.
You’re seeking guidance to invest your resources with purpose and clarity.
You want to take control of your financial future without sacrificing your time, energy, or peace of mind. Does any of this sound familiar?

How I Support You

With customized strategies designed to meet your needs:

Comprehensive Financial Planning: Fee-only guidance tailored to your goals.
Retirement & Income Planning: Build a secure, worry-free future.
Cash Flow & Spending Plans: Confidence and ease in managing your money.
Investment & Wealth Management: Strategies designed for growth and protection.
Social Security & Safe Money Strategies: Maximize your resources and protect what matters.

I am a fee-only advisor, meaning I am compensated exclusively by you—no commissions, no sales pitches, and no third-party payments. My focus is solely on helping you achieve financial freedom and peace of mind.

Take the First Step Today
Let’s design a financial plan that frees your heart and mind from the “what-ifs” of life.

Get Your Finances Straight to Create the Stress-free and Purposeful Life that You Deserve!

Why Women?

I Hear You. I Value You. I Understand You.

As a woman, I know the unique fears and challenges we face when it comes to money. Women often struggle with financial decisions due to societal pressures, life transitions, or simply feeling unheard by traditional financial advisors.

In our partnership, you’ll experience:

A safe, supportive space to openly discuss your financial goals and concerns.
Empathy and understanding of the life events that shape your financial decisions.
Clear, actionable solutions tailored to your unique needs and aspirations.

Feeling stressed or overwhelmed about your financial future? Let’s simplify your journey and create a clear plan to empower your confidence.

Everyone talks about trust - I prefer to listen

Heidi Ricardo

Breakthrough Session

Shellie Hatfield, Psychologist

What Shellie had to say after working with Patricia after her divorce

30-Minute Discovery Session

Take the first step toward achieving financial freedom and begin living your Life By Your Design!

Paris Financial Planning Purpose