Your browser does not support JavaScript, You should enable JavaScript to use this website.

Purpose Driven Financial Planning 

 Wealth Management  For Women 

   Financial Freedom Is Not A  Fantasy ~ It's A Formula       

Solving the Major Concerns of Women 


~ I’m concerned about outliving my money

~ I’m worried I might have to downgrade my lifestyle after I slow down or retire   

~ I put off making important financial decisions because I don’t want to make a mistake

~ I’m not good with managing my money 

~ I'm concerned about my  investments- that they won't provide enough growth to maintain my desired lifestyle in retirement 

~ I am terrorized I will struggle in retirement  

~ I don’t want to become dependent on my family or anyone else

Have any of these thoughts kept you awake, caused you to be anxious about your financial future and well- being? - You’re not alone 


Master The Feminine Approach To Build Wealth


Create your Personal Lifestyle Wealth roadmap and Safe Money Strategies which are designed to protect, grow and preserve your assets and income and allow you to achieve financial freedom and independence with purpose, clarity, and confidence

* Purpose ~define and deepen your connection to your purpose and values~ align your values with your goals.

* Clarity ~ retirement plans, pensions, investments, taxes, estate plans, college savings, Social Security, are strategically aligned to accomplish your dreams and goals. 

* Spending Plan ~ manage, minimize, eliminate debt, optimize cash flow, build wealth with proper savings and investments 

* Create your Safe Money Strategies ~ mitigating risks with the proper amount of insurance to protect your assets and income. 

* Confidence ~ in making decisions that support your purpose and vision, confidence that no matter what happens in the markets, the economy, politics, world events you will achieve your goals. 

* Security, peace of mind ~ to maintain your current lifestyle, have enough money for your lifetime and leave a legacy. 

* Hand holding~ support and accountability.
* Empowered ~ with financial knowledge and in control of your financial life with choices and flexibility. 

Read more

Contact Me

Complimentary 20-Minute Get Financially Fit Session 


Build wealth with purpose, clarity and confidence

Who I Help

Women who are focused and driven to succeed that want to take full ownership of their lives and be fully prepared to manage their money and their wealth   

Women who value family, legacy, purpose, fulfillment and financial independence
*  Women who are high achievers by nature 

*  Women who determined to be financially savvy with their money 

*  Women who are comfortable in being involved in a delegatable process where they can be fully engaged with support and encouragement
* Women who are passionate about having options and flexibility to work or not, retire on their own terms 

* Women who want to feel good about their financial decisions 

*  Women who are passionate about living a life of purpose and fulfillment 

*  Women who are driven and willing to claim their own power 

* Women who are committed  to leaving a legacy for their family, support charitable causes  

No matter how many assets or how much money they have accumulated they all share these same concerns.

Read more

The Feminine Approach To Wealth Building 

Start your financial freedom journey right here, right NOW!

Custom Strategies 

* Retirement
* Financial Planning
* Cash Flow
* Wealth Management
* Retirement Income Planning
* Social Security Planning 

Read more

Areas You Care About

I specialize in coaching and educating women who have decided to take control of their financial lives.

"I will partner with you to create your "Personal Lifestyle Wealth Roadmap" as well as build your "Safe Money Strategies", which are designed to protect and grow your assets and income.

Through these custom strategies, you will achieve your financial goals by collaboratively developing a strategic financial plan based on your purpose, values and unique style of living. 

"A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life".

Read more

PARIS Financial Planning Is All About

Wealth Management for determined women with a purpose  to be financially independent


As the result of working in the male-dominated financial services profession for the past 25 years, it has been my observation that many advisors communicate with women in counterproductive ways, making them feel more insecure, confused and intimidated.

Because women are wired differently, women struggle more and have different fears when it comes to money than men. 

They want an advisor that listens to them and understands the key lifestyle events that could affect their financial security. 

Women want and need a space where they feel comfortable to discuss both financial and even the emotional issues that revolve around their money.

By giving you a voice, together we will simplify your financial life and provide understandable solutions that give you a greater sense of control and confidence in your financial future.

"Unleash your feminine energy and increase your financial freedom"!     

Read more


Our client-centric approach begins and ends with you and your unique needs.

We are committed to having the interests of you as our primary and central focus. We go the extra mile to earn your trust.

At the very heart of the client-centric experience is purposeful listening.

By thoroughly understanding your situation we can avoid the ripple effects that one problem left unsolved has on the other parts of your financial objectives, your lifestyle and future financial freedom. 
"You make talking about money fun"- Pamela Miller, Client, Berkeley California 

Read more

Work With Me 

“Information is power, and I now feel confident that I can face whatever challenges may come.” ~Kristen Thureson, Client, CA.  

What is the feminine approach to build wealth? 

Doing money well goes beyond our need to learn traditional principles of money management and financial planning.

We also need to understand and value the way we relate to money and that includes our emotional relationship with it.
By using your natural strengths: woman's intuition, nurturing, getting clarity on your purpose, your "why".  

You will be empowered to value the feminine approach to money to manage your money with your head as well as your heart and expand your understanding of money from simple accounts and numbers to stories that show how deeply your relationship to money can influence the people and things you love in your life —

When you know who you are and what you value in life – you will be able to make smart financial decisions with your money and leave a legacy. 

"Open the floodgates of abundance and feminine prosperity"

Read more

Life By Your Design

Master The Feminine Approach To Build Wealth~ Head and Heart Wealth Management 

1. Clarify what’s important to you (your core values, your purpose).

2. Create a vision for your ideal life.
3. Prioritize, define and align your goals with your values.
4. Benchmark your current reality.
5. Create your financial roadmap.

6. Empower you to take control of your finances with purpose clarity and confidence.
7. Inspire and support you to take action.

Your Life By Design” Become more intimately engaged in your financial life and empowered to achieve financial freedom and independence with purpose, clarity, and confidence.

"A customized game plan to build wealth that unlocks certain levels of freedom you never had before."   

Read more

what Dr. Brenda Wade had to say about Patricia 

Dr. Brenda Wade, Psychologist, International Trainer  

Dr. Brenda Wade reaches millions as the relationship expert on The Dr. Oz Show -
What she said about Patricia ...

Shellie Hatfield, 
Licensed Psychologist

What Shellie said after working with Patricia following her divorce.... 

5 Important Steps To Become A Smart And Savvy Woman 

1. Trust your intuition – have faith in your abilities to effectively manage your wealth on your terms.

2. Rely on your natural strengths as a woman to make smart financial decisions to secure your financial future.

3. Take control of your wealth – work with an advisor that has a process where your voice is heard and your input is considered.

4. Get engaged in your financial affairs to gain confidence in your financial abilities.
5. Think of money as a tool to help you achieve your goals and empower you to live a purposeful and fulfilling life. 


Complimentary 20-Minute Get Financially Fit Session 



Thank you for subscribing to our newsletter.


100 Pine Street
San Francisco, CA, 94111, US

Follow us

Purpose Driven Financial Planning

"I believe every woman has to be in control of her finances in order to be in control of her destiny!"

PARIS Financial Planning