Financial Planning During Times of Transition
Would you like to know why financial planning during times of transition can help smooth uncertainty? Knowing your own financial situation and how our lives depend on this knowledge is important for not just survival, but living the life of our dreams.
Take away tips and tools to help you navigate financial uncertainty:
Learn how to create purpose driven financial goals
Learn how to align spending, saving and investing with needs, wants and wishes
Discover the tools needed to create a lasting financial plan
About our speaker:
Shelly Schell is cofounder of PRISM Financial Strategies, a Registered Investment Advisory Firm in Denver, Colorado. She provides financial education and solutions for individuals and families. She is also a Certified Divorce Financial Analyst and helps women analyze the long-term financial impact of divorce.
Shelly’s passion is helping clients meet financial goals. With more than two decades of experience, she takes a lifestyle approach, tailoring investment solutions that match each client’s beliefs and needs. This helps women create a relationship with money through education and personal connection which sets her apart from the many financial advisors in the industry.
Investment Advisory Services offered through PRISM Financial Strategies, LLC; a Registered Investment Adviser.
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0:00 - Welcome
5:37 - Speaker intro
6:06 - Shelly's presentation