Maybe it’s planning for retirement, adjusting to life as a widow, or another major life transition.
Regardless, you’re dealing with a new money situation, and it can be overwhelming.
Who do I listen to?
Where do I go for advice?
What if I make a mistake?
Will I have enough?
These are some of the questions that keep nagging at you, often leading you to do nothing at all…
You want a financial strategy that’s solid
You want to make money decisions with confidence.
You want to know you’re protected in the future.
And you want it all without the headache.
Because making decisions about your money shouldn’t add to your stress.
I’m Russ Thornton, financial advisor and founder of Wealthcare For Women, where I help women manage their money with confidence. I have more than 25 years experience managing wealth, but it’s the heart of my business that drives what I do. As a young man in college, I watched as my mother went through a divorce and struggled with money. I always wished she’d had someone like me (a financial advisor looking out for her) to help her make smart choices and create lasting wealth. So I’ve dedicated my life to helping women like her do just that.
We’ll sit down over several sessions and explore what’s IMPORTANT TO YOU and the people you care about. This includes:
If it’s important to you, we’ll find the best way to design a financial plan that supports all of it, INCLUDING life’s crossroads & curveballs.
– A FREE Financial Planning Consultation
We’ll start with a phone call and talk in-depth about your financial picture. If we find we are a good fit, we’ll schedule a discovery session to explore and discuss your goals, obstacles, and aspirations.
– A Personalized Financial Plan
After our sessions, I’ll begin crafting a financial plan for you that will get you off on the right foot when it comes to achieving your financial goals.
– Coordination with Your Other Professional Advisors
I’ll communicate with your CPA, legal, insurance, and other representatives to makes sure we are all on the same page when it comes to your financial future.
– What-If Scenario Planning
I’ll be available to discuss and explore any situations that come up for you that may shift your financial plans. For example, what if you went back to school? What if you helped your children financially? What if you retire 2 years earlier? What if..? We’ll figure out what that means for you financially so you can make more informed choices.
– Tax-sensitive Portfolio Management
We’ll start by consolidating your investment accounts (which starts covering the cost of hiring me!), and you’ll have full access to me during business hours for emails, phone calls, Zoom meetings or in-person meetings.
– A Team of Professionals
Though I’m your direct point of contact, I am backed by an army of folks here to serve you (a financial planning team, trading team, administrative team, etc.). I also have an extended team of professionals (CPAs, attorneys, insurance experts, etc.) that I’ve vetted and worked with in the past to help implement all aspects of your financial planning strategy.
By giving you a personalized strategy and roadmap for your money (and broader life!), I provide a framework that educates you about your money, so you can make the best decisions in the future for you and anyone else that’s important to you.
And you’ll finally gain the comfort and confidence around your money and life, so you feel EMPOWERED WITH PURPOSE. You’ll ditch the overwhelm and intimidation, and start feeling IN CONTROL AGAIN.
Your financial future is important. Let me be a part of your support team.