In wealth management, what you focus on shapes your outcomes. While daily market fluctuations can be distracting, successful investors keep their attention on their long-term financial plan. Where are you putting your focus? #WealthManagement #FinancialPlanning #InvestmentStrategy"
Reset Financial Planning
金融服务
Scottsdale，AZ 48 位关注者
Helping women who find themselves suddenly single in mid-life, to align their financial resources with their values.
关于我们
Reset Financial Planning is a boutique financial planning firm focused on serving women going through transition due to divorce or loss of a spouse. We are a fee-only advisory firm and never sell products or receive commissions. Additionally, we are a fiduciary which means we always put your best interests first. Unlike most financial advisors, we don't start with your portfolio or a retirement analysis. We start by understanding you, your unique situation, goals and values. We want educate you so that you can feel empowered in making financial decisions and taking charge moving forward. Our goal is to explain things in plain English so that you are never leave a meeting feeling like you have no idea what we discussed. Finally, we limit the numbers of clients we serve so that we can provide the emotional support and guidance you need as you work through this difficult time. We are located in Scottsdale, AZ but work virtually with clients throughout the US.
- 网站
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www.resetfp.com
Reset Financial Planning的外部链接
- 所属行业
- 金融服务
- 规模
- 1 人
- 总部
- Scottsdale，AZ
- 类型
- 个体经营
- 创立
- 2023
地点
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主要
获取路线
US，AZ，Scottsdale，85259
Reset Financial Planning员工
动态
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Markets don't follow forecasts - they write their own story. This simple visualization shows how 'expert' year-end market predictions often miss the mark compared to reality. Rather than chasing predictions, focus on building a resilient, purpose-driven financial strategy. What's your approach to navigating market uncertainty? #InvestmentStrategy #FinancialPlanning #MarketInsights
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After years helping women rebuild their financial lives post-divorce, I've learned one crucial truth: it's never too late to reinvent your financial future. New blog post shares essential strategies for women over 40 navigating divorce. https://lnkd.in/gHYKTMGr #FinancialPlanning #WomenInFinance #DivorceRecovery
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The traditional approach to financial planning starts with portfolio composition, but what if we flipped the script? Starting with PURPOSE allows us to build meaningful financial strategies that align with your life goals. Then we create a solid PLAN, followed by a PURPOSE-DRIVEN PORTFOLIO. What's your take on this approach to financial planning? #FinancialPlanning #WealthManagement #InvestmentStrategy
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Divorce doesn't have to derail your retirement dreams. As a professional woman, you've already proven your resilience in building your career. Now it's time to rebuild your retirement strategy. Key takeaways from my latest article: ? Maximize workplace retirement benefits (2025 limits are higher!) ? Consider catch-up contributions if you're 50+ ? Don't overlook HSA opportunities ? Build a stronger emergency fund as a single person Read the full guide https://lnkd.in/g4yfZtuT to learn specific strategies for protecting and rebuilding your retirement after divorce. #RetirementPlanning #WomenInFinance #DivorceRecovery #FinancialPlanning #WomenAndMoney
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