Love Yourself Financially | about us

About

Your Financial Journey Is Our Mission Most women come to a point in their lives when they feel the need to do some focused planning for their financial future and security. They hear all sorts of advice about retirement and are not sure how to best assure that they get the best advice for their specific circumstances. And, in the process become more financially literate and aware. Our guiding principle is our fiduciary responsibility. A fiduciary works in your best interest which will lead to the best outcome for you. We also work to mitigate your stress and emotional health as it pertains to your finances, and fostering a relationship built on trust! We aim to be the best curators of your purpose and ambitions in financial success.

My Investment Philosophy Towards Building and Preserving Your Wealth

 

“Slow and Steady Wins the Race”
By being consistent , steady and patient, you increase opportunities
for success to achieve your goals.

“All that Glitters Isn’t Gold”
It is not about finding the latest and greatest investments, but tried and true performance.

“A Penny Saved is a Penny Earned”
Focusing on preservation first, keeping and preserving
what you worked so hard to build is our #1 priority.

Our goal is to delicately balance your need for growth and your desire for income and safety. Finding your unique balance, increases your confidence and ability to reach your financial goals.

Investment Functions
Understanding the purpose for your investments based on
your unique needs, time horizon and risk tolerance.