PARIS Financial Planning - Purpose Driven Financial Planning and Wealth Management
Financial freedom is not a fantasy - It's a formula
Live a purposeful and abundant life with peace of mind and financial freedom
Protect, grow, and preserve your assets and income
Have your heart and mind free from worry about the what-ifs of life
Embrace Your Feminine Power and Financial Freedom Will Follow
By embracing the distinctive techniques of the feminine approach to wealth creation, you will transition from financial stress to financial freedom.
With my unique feminine approach to wealth building, I guarantee you will achieve financial independence, enjoy peace of mind, and create the life of your dreams.
Contact me to schedule a discovery session!
Who I Help
How I Help
Life By Your Design
Professional single women over 35 who value family, financial freedom, and independence and leaving a legacy
Purpose-driven women
Widows, divorcees, women approaching retirement
Women who want flexibility to retire on their own terms
Women who are passionate about living a life of purpose and fulfillment
Women who want a financial plan that provides options and freedom of choice
Women who want to have their hearts and minds free from worry about the what-ifs of life
Women who are concerned about outliving their money or having to downgrade their lifestyle in retirement
Women that want to take full ownership of their lives and be fully prepared to manage their money and their wealth on their own terms
Create your Safe Money Strategies which are designed to grow, protect and preserve your assets and income
Develop your Lifestyle Wealth Plan, one that aligns your values, goals to realize your dreams
Design your spending plan “budget” so that you can manage your money with confidence and ease
Confidence in your ability to maintain your desired lifestyle in retirement
Confidence that your financial future will be secure
Peace of mind that you will have a surplus of money to leave a legacy
Work With Me
Get Your Finances Straight to Create the Stress-free and Purposeful Life that You Deserve!
Is your head or your heart screaming “Yes” when making financial decisions? You can use both to manage your money to provide you with financial independence, security, and freedom of choice.
As a professional single woman, your purpose becomes the basis of your decision-making process. You have the power to create a life by your design when your goals and values are aligned with your principles and actions. When you master the feminine approach to building wealth you will have the POM that comes with financial stability and freedom of choice.
That’s what I call the feminine approach to building wealth.
My Promise To You - After working with me:
You will have a purpose-driven financial plan that aligns your values and goals
You will be able to live a stress free financially independent life
The roadmap for your ideal life to experience more joy and fulfillment
Guidance, support, inspiration, and hand-holding along the way
Solving the Major Concerns of Women
Does Any of This Sound Familiar?
I am concerned about outliving my money.
I am worried I may have to downgrade my lifestyle after I slow down or retire.
I am concerned that my investments may not be enough and are not growing fast enough.
I would like to be more confident about my money management skills.
I am terrified I will struggle if I retire too soon, that I might have to go back to work.
I don’t want to become dependent on my family or the government if I run out of money.
I put off making important financial decisions because I don’t want to make a mistake.
I want a wealth advisor that listens to me and understands my unique situation.
I can help!
How I Will Support You
Custom Strategies
Fee-only Financial Planning
Retirement Planning
Cash Flow/Spending Planning
Investment Planning
Wealth Management
Retirement Income Planning
Safe Money Strategies
Social Security Planning
I am compensated exclusively by the fee paid by my clients. There are no sales pitches, no commissions, and no third-party payments.
A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life.
Life by Your Design
Are ready to create your Life by Your Design?
Self-sufficiency ~ and have a comfortable surplus to live a life of overflow and abundance
Stability - When you have at least one - two years of savings and are debt free
Flexibility - Make choices focused on your happiness and enjoyment
Financial freedom - You can live off your investment income, so work becomes optional
Discover the power of Cash flow - Budget like a boss-manage your money with ease and confidence
Confidence - To make decisions based on your passions and desires
“I believe every woman has to be in control of her finances in order to be in control of her destiny.”
Why Women?
YOU Want to be Heard, Valued and Understood
Working in a male-dominated field I have observed how many male advisors communicate with women in counterproductive ways, making them feel more insecure and confused.
Because we are wired differently, women struggle more and have different fears when it comes to money than men.
How do I know this?
I have experienced the same fears, and overwhelm about money that has caused me to be stressed and worried about my own financial future….
Everyone talks about trust - I prefer to listen
Client Testimonials
Heidi Ricardo
Speaker, Positive Intelligence Coach, Founder 3Moves2AuthenticSelfExpression System
Shellie Hatfield, Psychologist
What Shellie had to say after working with Patricia after her divorce
30-Minute Discovery Session
Take the first step toward achieving financial freedom and begin living your Life By Your Design!
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