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Women and Money Matters- 3 Smart Year-End Money Strategies to Consider

Women and Money Matters
 

Personal Note from Pamela

Dear <<First Name>>,

As we head into the holiday season, this is the time that we typically start planning our gift list.  As you start on this task, please take time to create a gift giving budget so that you won’t be spending funds that could go towards your long-term goals or worse charging the gifts on your credit card. Think about how much you can realistically spend so that you don’t get a rude awakening come January.

I’d like to give A WARM WELCOME to all our new readers this week. I love having you as part of our Women and Money Matters community. My mission is to share valuable resources to help you achieve the financial future you desire.


To your financial success,

Pamela
Feature Article

3 Smart Year-End Money Strategies to Consider

By Pamela Plick on Nov 15, 2016 11:22 am

Wealth building is a key step in building your dream financial house Building wealth is a significant step in the process of building your dream financial house. Typically if you are working with a wealth advisor, you will have a … Continue reading
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Resources For Your Financial Success


Download Pamela's free e-publication

Download your free copy of my e-publication 10 Smart Financial Steps for Savvy Women here. I have outlined 10 key steps to help you in achieving your financial goals. 

Is a  “quick start” Financial Foundation Strategy Session right for you? 

If you’re saying to yourself, “I’m not quite ready to work with a financial planner to create a comprehensive plan but I still have a few pressing financial questions that I’d like help on. What should I do?”Maybe a "quick start" financial foundation strategy session is right for you. Click here to find out!
 

About Pamela Plick

Known as the “Money Mentor for Women,” Pamela believes strongly in educating and empowering women to take control of their financial future. 
 
Pamela is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Divorce Financial Analyst™ and an Accredited Wealth Management Advisor™.  She is founder and CEO of Pamela Plick Wealth Management LLC a fee-based Registered Investment Advisory firm based in Palm Desert, CA.
 
Drawing on more than 25 years of experience in the financial services industry, including a successful career at Edward Jones Investments, Pamela opened her own firm in 2011. Her company’s approach is simple: partner with financially independent women and help them confidently build financial wisdom and wealth through financial education, proactive planning and investment management.
 
Pamela’s financial advice has been highlighted on The Huffington Post, Investopedia, NerdWallet and in USA Today and Forbes. She has also been a featured expert on Golden Girl Finance and DailyWorth.
 
To learn more about Pamela, inquire about speaking engagements, her services or media interviews, visit her website at www.pamelaplick.com.  For general inquires, email pamela@pamelaplick.com or call 760-200-8611.


 
About Pamela's Women and Money Matters Blog

My focus in this blog is to empower, educate and engage you and your family around your money so that you have the confidence to make good financial decisions and achieve the financial freedom you deserve. I hope you will gather useful information from my blog that will inspire you to take the next step to continue your journey towards financial freedom.

-Pamela
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This blog is provided for informational purposes only and contains general financial educational information that is not suitable for everyone. Please click here for complete disclosure statement: http://www.pamelaplick.com

Copyright © 2016 Pamela Plick, All rights reserved.