Financial Strategist@Outside the Box Financial Group
Verified
With a Bachelor's Degree from Baylor University and licensing in Health and Life Insurance, I bring a unique blend of analytical expertise and strategic financial planning to serve ambitious women entrepreneurs. Drawing from my background in data analytics and database management, I offer a methodical, detail-oriented approach to financial strategy.
Over the past three years, I've dedicated my practice to helping women in non-traditional careers navigate their financial futures. My expertise lies in crafting personalized retirement strategies and comprehensive family protection plans that align with the unique challenges faced by female entrepreneurs.
My distinctive approach combines data-driven insights with a deep understanding of women's specific financial needs. I specialize in helping clients:
-Design flexible retirement strategies that accommodate entrepreneurial income patterns
-Create comprehensive family protection plans
-Develop sustainable wealth-building strategies
-Implement alternative retirement solutions
What sets me apart is my commitment to empowering women entrepreneurs with financial strategies that honor both their professional ambitions and personal priorities. My background in data analytics ensures that every financial recommendation is grounded in solid analysis, while my focus on women in non-traditional careers allows me to provide truly tailored solutions.More...