Helping women create a financially secure future.
Experts tell us that healthcare costs will be the biggest expense in retirement. Since women already face unique financial challenges in retirement, I’m extremely passionate about helping you create a financially secure future, which includes the best healthcare coverage possible.
I’ve worked in the financial & insurance services for the last 12 years, specializing in retirement planning for women and school teachers. Statistically women outlive men, which means their money needs to go farther in retirement.
Hence the need for a solid retirement plan and good healthcare coverage.
But there’s another aspect of money that the financial services industry has failed to acknowledge when it comes to women:
Money is Emotional.
Money is both an Inner and Outer Game.
In order for women to create a secure financial future, yes, you’ve got to invest wisely and obtain the best long term care and Medicare Supplement insurance coverage possible. But, you’ve also got to uncover the inner blocks that could be sabotaging your ability to create lasting wealth and financial peace of mind.
There was a time when I was clueless about money. How to earn it and how to keep it. In fact, I was a classic financial avoider.
I made a series of bad choices. Like starting a new business venture with a partner. Which I funded using my own cash and credit (in a business I knew nothing about).
Long story short, the business failed and I ended up owing six-figures in credit card debt.
Against the advice of my attorney, I refused to file bankrupt and instead devised a plan to pay it all off, which I was able to do in approximately five years. (Thank you Jesus!)
Dealing with the emotional side of money
Dealing with all that debt was the most grueling struggle I have ever gone through. It created a lot of pain and shame in my life. Clearly, I needed to deal with my inner blocks around money.
I made a commitment to myself that I was going to do a deep dive into my money stuff. I enrolled in, and studied every program I could get my hands on. As a result, I completely transformed my finances over the course of a few short years.
It wasn’t always easy.
There were hard decisions to make.
But I made them.
One day at a time.
Now I’m Debt-Free!
Today, I am debt free (except for a mortgage); I enjoy a six-figure income, I take good care of my money; I value myself and my money and I enjoy financial peace!
But the best part is I get paid well to work in a rewarding career, helping smart women achieve their own version of financial success.
My Unique Expertise Helping Women with Their Money Stuff
Twelve years ago, I trained to be a financial advisor, specializing in retirement planning for school teachers. But the financial services industry hasn’t traditionally catered to women. The typical financial advisor doesn’t understand that for women money is emotional. The industry as a whole has clearly let women down.
So, I set out to find a solution.
Several years later, I got certified as a life and money coach. Blending my training from both the financial advisor model and the life coaching model into one holistic solution, I created a system that integrates the emotional side of money with the practical step-by-step habits for achieving financial peace of mind.
Now I’m passionate about bringing this awareness to women through blogging and writing.
Patti is a member of the following organizations:
Association for Financial Counseling & Planning Education
National Association of Health Underwriters
American Association for Medicare Supplement Insurance
National Association of Insurance & Financial Advisors
Association for Long Term Care Insurance
International Association of Women in Business Coaching
Professional Women’s Network of the Monterey Peninsula
Shoreline Community Church, Monterey, CA