Profound Professional Interview with Susan Butler, a Certified Financial Planner and Life Coach at My Financial Harmony
I had the honor of interviewing a certified financial planner and life coach at My Financial Harmony, Susan Butler. She embraces holistic financial planning, which involves a thorough examination of all aspects of her clients' lives, including lifestyle, finances, and behavioral finance. Building trust and fostering long-term relationships are central to her practice, allowing her to effectively address the evolving needs of her clients through life planning.
This accomplished woman specializes in simplifying her clients' finances and empowering them to take an active role in their financial planning. Her primary focus is on understanding their current situations and unique visions for the future. With a comprehensive analysis and coaching approach, she guides them towards achieving their financial goals and provides support throughout life's changes.
While her expertise encompasses a broad range of financial aspects, she particularly dedicates her efforts to coaching women, especially those who are single, divorced, or widowed, assisting them during challenging transitions. Additionally, she helps couples understand and appreciate their differing approaches and attitudes towards money, finance, and retirement planning.
Here are some of the best ways to reach Susan:
Email: [email protected]
Susan's commitment to maintaining the highest professional standards is evident through her achievement of the Practicing Certified Financial Planner? designation. This credential signifies a superior level of education and a strong dedication to upholding the ethical and integrity standards set by the CFP? certification. Susan takes a comprehensive approach to financial planning, addressing important areas like retirement, taxation, investments, insurance, philanthropy, estate planning, and legacy planning. Her primary goal is to help her clients achieve their desired lifestyles and financial goals.
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