Work With Me~ Life By Your Design

To achieve qualitative and quantitative value

  • Qualitative that is peace of mind, quality of life, confidence, and financial security

  • Quantitative is increased assets, reduction of risk, leave a legacy

I will guide you along the path to create a financial plan that reflects a compelling vision for your future ~ and to realize it


Clients work with me because I help them

  • Clarify what’s important to them- (purpose and core values)

  • Achieve financial freedom ~ When they can live off their investment income, so work becomes optional

  • Define, prioritize and achieve their goals

  • Create their “Safe Money Strategies” to grow, protect and preserve their assets and income

  • Manage their money with confidence and ease

  • Create their wealth road map to realize their dreams

  • Guide, support and inspire them to take action

Unleash your feminine energy and increase your financial freedom

What is the feminine approach to building wealth?

 
Feminine Energy
 

 Is your head or your heart screaming “Yes” when making financial decisions? You should be using both to manage your money by aligning your values and goals to live a purposeful and fulfilling life.

The feminine approach to building wealth is achieved once you are clear on how you relate to money and that includes your emotional relationship with it.

How: By using your natural strengths: your woman's intuition like nurturing and getting clarity on your purpose, your "why".

What: You will be empowered to value the feminine approach to money - to manage your money with your head as well as your heart.

You will 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 are clear on your “WHY” and what you value - you will be able to make financial decisions that work for you with ease.

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

What Patricia’s clients are saying…