Financial Guidance specific to women
You know that old adage, “men don’t ask for directions.” Well, women know better – they ask. That’s certainly the case when it comes to financial advice, particularly because life doesn’t always go as planned. If you find yourself seeking financial guidance, you aren’t alone – the help you need is right here at Kindred Financial Partners.
Stacy and Cliff are proud to play an important role in guiding and advising women, as more and more are taking greater responsibility for their financial futures. Almost half of all American workers are women, and in more than a third of households, women are the primary breadwinners.
Stacy and Cliff are dedicated to helping women be financially secure and move forward, wherever they are in life and whatever situation they encounter. Stacy knows since she has experienced several life transitions herself. “I’ve been widowed and divorced. I’ve been a single parent and remarried. There’s an added layer of empathy when you’ve shared similar experiences and encountered the financial challenges that accompany these events. You can talk the talk because you’ve lived it in your own way,” Stacy says.
Stacy and Cliff utilize sophisticated software from Raymond James called Goal Planning & Monitoring (GPM)1 to show women different financial scenarios and the future possibilities. It’s where they begin many conversations, talking about what they have now, and making adjustments to help make the money last.
Stacy holds an annual event for women. It’s a fun, relaxed setting where women can be comfortable asking any question. “I purposely pick topics that are pertinent to women and their unique planning needs,” says Stacy.
As a team, Stacy and Cliff’s financial knowledge and experience provides the assurance of continuity for years to come. Building an enduring relationship begins with a simple first step. “We call it a no-decision meeting. It’s an opportunity for us to get to know one another – without any pressure,” says Stacy.
1 The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes is hypothetical in nature, does not reflect actual investment results and is not a guarantee of future results.
The return assumptions in Goal Planning & Monitoring are not reflective of any specific product and do not include any fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used in Goal Planning & Monitoring. It is not possible to invest directly in an index. Financial forecasts, rates of return, risk, inflation and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment.
Goal Planning & Monitoring results may vary with each use and over time.