4 Common Pillars in Managing Your Wealth ~ Manage You Money ~ Watch it Grow
Tags: Wealth; Women

Women increasingly have a need for more control over their finances as their wealth increasesTo achieve your purpose in life, managing your money is more than just investing in stocks and bonds. There are four common themes in managing wealth:

  • Asset Management
  • Liabilities
  • Proactive Strategies
  • Estate Planning

Aspects of Wealth Management and Why they are Important

Asset Management: How your assets are invested is a critical component in managing your wealth; it often receives the most focus, even though there are many other aspects that require attention.

Liabilities & Debt: How we manage our debt and liabilities can add significant impact to achieving our purpose in life.  Addressing the issues and learning how to use debt to increase your value is just as important as managing your investments.

Proactive Strategies: While women tend to focus more on how to spend and grow money, it is important to consistently review how you are protecting your wealth.

Estate Planning: Knowing how to prepare for the inevitable and plan for the unexpected can enhance the overall benefits of your money.

In reality, your life is changing and evolving so quickly that what was accurate and appropriate last year may become an issue this year. Just as your life evolves, so does your approach to managing your money.    

Take the first step,  let's get acquainted! I listen and inquire about your past and present experiences, family, and concerns. Tell me your story and I will design a plan based on your values, goals - what's important to you. 

Schedule your Free 45-minute Discovery Phone Session TODAY! 

I can help you clarify your values, your individual wants and needs as I recognize each woman is unique in her style of living.  My "Life by Design" process can help you create and build the life of your choosing, to find comfort and success with your money...to live the life of your dreams!

 Contact us to schedule a complimentary 45 minute discovery session to discuss your dreams, your goals, your values, what's important to you!  I am here to help!  

PARIS Financial provides successful women with conservative strategies to grow their wealth during accumulation/savings years to protect their wealth during their retirement years and tax advantaged strategies to distribute their wealth during their life and upon their death. 

"I am on a mission to revolutionize women's relationship with their money."

 Contact us to receive the highest levels of financial advice and coaching that will lead to confidence, engagement and goal attainment. 

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Office Address
101 California Street, Suite 2710  •  San Francisco, California 94111  •  Phone: (415) 851-1254 


This communication is strictly intended for individuals residing in the state(s) of CA, NC, OK and TN. No offers may be made or accepted from any resident outside the specific states referenced.