Many find the financial world overwhelming, intimidating, and confusing.  Relationships, beliefs, and life experiences profoundly impact your approach to money.  Life transitions often add new complexity. Many women want to be more engaged in their finances but usually don’t know how or where to start. 

It is time to get your financial house in order. Thankfully, managing your financial life does not have to be complicated. Working together one-on-one, we can accomplish several objectives:

  • Simplify and Streamline Your Finances
  • Create a Holistic View of Your Assets and Net Worth
  • Prioritize Your Goals
  • Understand Your Investments
  • Analyze Your Spending and Cash Flow
  • Address Family Wealth and Generational Topics

With thirty years of experience in finance and wealth management, I have the insight to help women become more knowledgeable and engaged. My approach is innovative because I also include financial therapy and professional organization. These disciplines are beneficial when working with clients to overcome obstacles and embrace change.

Each client’s situation and objectives are unique.  All consulting engagements are customized. After an initial complementary meeting to determine mutual fit, engagements focus on organization, education, simplification, and implementation.  My goal is to empower my clients and provide peace of mind.

As an advice-only hourly consultant and planner, I do not receive commissions, referral fees, asset management fees, or retainers.  Instead, I am paid for my time at a rate of $250 an hour. I am a fiduciary, so I must always act in your best interest and adhere to strict confidentiality standards. 

I hold the Chartered Financial Analyst (CFA) designation, am a Certified Financial Therapist-Level I™ Practitioner, and am a Professional Member of NAPO (National Association of Productivity & Organizing). I am not an attorney, CPA, or insurance agent. My consulting work complements the work of those professionals.  I am happy to work alongside other members of your financial team.  

Together, we will tackle your concerns about today and tomorrow.  Financial wellness is about setting goals and priorities, making decisions with confidence, and finding joy in life. Let’s get started!

Contact Nancy for a Complimentary Introductory Session

Contact

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Nancy Doyle
nancy@nancydoyle.com

Chartered Financial Analyst (CFA)
Certified Financial Therapist-Level I™ Practitioner (CFT-I™)
Professional Member of NAPO (National Association of Productivity & Organizing Professionals)