She & Money Financial Planning provides women with objective, financial advice. Whether you’re looking to start budgeting, save for retirement, get rid of debt, or simply get your finances on track, She & Money Financial Planning can help you reach your goals. Gain peace of mind, confidence, and assurance that you’re making the right decisions with your money.
She & Money Financial Planning provides fee-only financial planning which means that you’re never sold products nor are any commissions involved or accepted. You can count on getting objective, solid financial advice from a certified financial planner™.
Based in Tampa Bay, Florida, we serve clients virtually from all over the United States and also work face-to-face with local clients from Saint Petersburg, Clearwater, and Tampa.
No matter which plan you choose, you’ll finally get:
Personalized advice Free resources are great, but nothing beats a real life certified financial planning professional reviewing your specific situation and giving you strategies on how to succeed financially.
Specific answers to your most pressing financial questions: “Like “Should I pay down debt or save?” “How much should I be putting in my retirement account?”
Clarity on where to start. You’ll learn where your priorities are and how to take action to accomplish your financial goals.
Simple easy-to-follow advice. No matter what they say, finances don’t have to complicated. I make it easy for you to understand and implement so that you can feel confident that you’re handling your money like a pro, now and forever. Going through the financial planning process is the best education you can get when it comes to learning how to manage your finances.
Accountability and guidance that you can depend on. Sometimes you just need a little extra accountability and guidance to help you make some serious progress.
Expert, certified advice: In working with a Certified Financial Planner™ you can be sure that you’re getting solid, expert advice that you can rely on. Only 17% of financial planners can claim this distinction.
Objective and unbiased evaluation No judging allowed. Together, we’ll get your finances under control.