Where passionate women manage purposeful wealth
Mari Bunney is a wealth advisor who enjoys helping women and their families gain greater control of their financial life.
Many of Mari’s clients are high-achieving, purpose-driven women who spend much of their lives serving others, but know they must also take care of themselves. And while most of them have successful careers they thrive in, they want to know when they can start to slow down and work by choice, not for a paycheck.
Whether they have changed jobs, are suddenly single, or are simply nearing retirement, many of these women share similar concerns:
- “Am I on track?
- “Can I maintain my lifestyle?"
- “How can I be more proactive with my financial health?”
As a result of working together, these women will have:
- A Purposeful Wealth Plan, that incorporates their intentions purpose, and lifestyle needs
- A clear and Balanced Investment Strategy that takes into account the desire for safety with the need for growth; and reduces unnecessary anxiety by organizing and defining what they own and the function and purpose it serves.
- An opportunity to participate in her Purposeful Women’s Wealth Program to keep us all on track and accountable for long-term success in a collaborative and encouraging environment.
