WHERE a ♀ CERTIFIED FINANCIAL PLANNER™ CAN HELP YOU CREATE A "FINANCIAL LIFE MAP"
Throughout her 15 years in the financial planning industry, our Founder & CEO, Olga Espiritu, CFP® has met with women from all walks of life that often found her after years of inaction, innocent mistakes or just not knowing where to turn for help navigating important financial decisions. Many shared that they hadn't taken action in the past because sitting in a cold office, having a cold conversation with someone that didn't understand them or care to listen, failed to inspire them. WOMEN'S FINANCIAL PLANNING BOUTIQUE™ was born to serve these women and all women experiencing LIFE CHANGES (divorce, motherhood, marriage, a career shift, retirement, etc.). If you've realized it's time to plan for your future and that it's best to begin that journey with an advocate, we are here for you.
Our conversations open the world of finance in a way that is digestible, clear and applicable. We ask that you bring your experiences, worldview and insight to the conversation so we can get to know what's important to you and your aspirations before ever putting pen to paper. Creating a trusting relationship, without judgement or confusing financial jargon, is our priority.
A CERTIFIED FINANCIAL PLANNER™ is a highly regarded financial professional that has been rigorously vetted, formally educated and has years of hands-on experience under her belt. A CFP® is a fiduciary meaning she will only offer advice that is in your "best interest", not advice based on an anticipated sale or commission.
Together, you will create a Financial Life Map that is just as unique as you are, she will be there to explain the details of the strategies she creates for you, answer your questions and hold you by the hand as you begin your financial planning journey.
We are happy to help you implement your plan with professionals you already love working with (CPAs, Insurance Brokers/Agents, Estate Attorneys, etc.) or you may choose from our "Pink Network" list of strategic partners and allies.
Sign up to be first in line for upcoming gatherings, virtual workshops and so much more with WOMEN'S FINANCIAL PLANNING BOUTIQUE™ & friends!
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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of
CA, CO, CT, DE, FL, GA, MA, NJ, NY, NC, PA & TX.