Patricia Allen, CRPC®
Wealth Advisor~ Financial Empowerment Expert~ Global Speaker~Award-winning Author TV Show Host
Who I Am - Why Me
These are not just words but the highest values that I hold dear.
I started my financial services career out of a passion to help women live a purposeful and fulfilling life with freedom of choice and not worry about the what if’s of life.
I created a small boutique financial planning firm to focus on providing a safe space for women to be heard, valued, and understood
Why me…I’ve been there as a struggling single mom of two on welfare who lived a life of dependency lack and worry about what if’s such as job loss or I became disabled. “Would I ever be able to retire, would social security be my only income?”
Who I Serve
Professional single women over 37 who want to live a life of purpose and fulfillment with freedom of choice have financial security and peace of mind.
This is how I serve…
Holistic approach: That better reflects your reality--you are more than just your investments. Your insurance, taxes, retirement vehicles, social security, and estate planning will be incorporated into your plan.
Purposeful listening to understand your situation in order to avoid the ripple effects that one problem left unsolved has on other parts of your financial objectives, your lifestyle, and future financial security.
My BIG Mission
Revolutionize one million women’s relationships with their money over the next three years.
My Vision
To see a world where every woman feels inspired and motivated to move beyond her fears, where she feels confident in her financial abilities to make important financial decisions to create the life of her dreams.
I Am
Author - My book Welfare to Wealth ~ The Money Story I Never Wanted To Tell~ part memoir part personal finance~ a call for women to step into a deeper level of their power to transform the way they think about money and creating wealth
Global speaker and Trainer
Community service - non-profit boards to empower women around their money, financial literacy, and mentoring
Family - two children, six grandchildren, three greats…oh my!
Former Flight Attendant Retired After 25 Years of Service
As a retired flight attendant, I had the training to handle emergency situations; it prepared me to perform CPR, administer emergency oxygen, and prepare the cabin for emergency landings, violent air turbulence, personal injuries, and snakes on the plane.
It taught me how to keep a cool head during stressful times. This training and over 27 years of experience have taught me how to handle 800-1200 point drops in the stock market not to panic and sell. My airline passengers were my clients~ I was tasked to provide for their safety and that’s what I would do as your wealth advisor. I will build your safe money strategies to grow, protect, and preserve your assets and income against financial loss.
Shellie Hatfield
Psychologist
What Shellie had to say after working with Patricia after her divorce