Value Statement

Patricia Allen's Value Statement

Patricia Allen's Value Statement

As a female boomer ~ I understand how many boomers have found themselves in the unfamiliar role of providing financial and emotional support for aging parents and children that are struggling to achieve financial independence.  As these pressures may be overwhelming, it's important to acknowledge your own needs and make time to care for yourself.
As a professional woman working in a male-dominated field ~I have recognized that a woman's style of communication and ways of learning are different than most men.   By providing an environment that supports women's natural style of communicating they become more engaged in their financial affairs.  This alone will increase their confidence in their financial abilities and reduce stress.
Therefore, my true value ~As your wealth advisor I provide a space where you feel comfortable to discuss both financial and even the emotional issues that revolve around your money.  By giving you a voice, together we will simplify your financial life and provide understandable solutions that give you a greater sense of control and confidence in your financial future.

"I will help you tap into your natural strengths to define your purpose and empower you to make smart financial decisions by using my “Life by Design” process."                               

Looking forward...  

I see myself expanding more and reaching more women to spread the word that when you're experiencing any type of transition there are financial experts who are specially trained to help you and you don't have to do it alone. When you lose your spouse, experience a career change or are approaching retirement,  and you don't know what to do financially, you don't have to do it alone—there is support. And I would like to be that support!

I can help you clarify your values, your individual wants and needs as I recognize each woman is unique in her style of living.  My "Life by Design" process can help you create and build the life of your choosing, to find comfort and success with your live the life of your dreams!  

Contact us to schedule a complimentary 45-minute discovery session to discuss your dreams, your goals, your values, what's important to you!  I am here to help!  

PARIS Financial Planning provides successful women with conservative strategies to grow their wealth during accumulation/savings years to protect their wealth during their retirement years and tax-advantaged strategies to distribute their wealth during their life and upon their death. 

"I am on a mission to revolutionize women's relationship with their money."

Contact us to receive the highest levels of financial advice and coaching that will lead to confidence, engagement and goal attainment. 



Learn How to Get Started Today!

Take the first step, click here to schedule your FREE 45-minute Discovery Session today to get acquainted.