Ann Blakey, CFP® and Women Building Wealth
By Washington Wealth Advisors
We have the honor to serve a diverse set of clients, each with their own unique goals. We believe one of the features that sets us apart from the rest is the time we take to get to know each client’s situation personally.
In our experience, we have noted that women tend to approach financial planning and investing a bit differently from men. Without over-generalizing, women want to understand how their investments fit into the total picture of their lives. In other words, investing does not drive the process – setting goals does. Once set, smart investing remains a key tool to methodically achieving those goals.
We happily announce that our financial planning practice is expanding to focus on the holistic planning needs of women. We are excited to share our colleague, Ann Blakey, CFP®, will be leading this initiative.
“Serving this niche of ‘Women Building Wealth’ is a true passion of mine,” Ann shares. “I am excited to build my practice focusing on women no matter their chapter of life.” Specifically, Ann is looking to support women:
- Beginning their careers wanting to best position themselves financially in our current economy
- Re-entering the workforce and prioritizing their goals
- Finding themselves recently single needing to ensure they are well positioned for the future
- Saving for multiple goals also including their college-bound children
- Approaching retirement wondering when they can do so comfortably
“Ann's desire to share her knowledge and expertise beyond her existing clients is terrific,” says Managing Partner Todd Youngdahl, CFP®. “We know Ann will work diligently to provide personalized strategies that help support her client's financial peace of mind,” shares our Founder Maura Schauss, CFP®.
We have said it before, and we will say it again, “Knowledge is empowering!” To that end, Ann will blog on topics supporting “Women Building Wealth,” and you are invited to subscribe. Please share this invitation with your family members, friends, and colleagues.
Ann and all of us at WWA are ready to serve and support your financial peace of mind. Connect with Ann on LinkedIn on via email at firstname.lastname@example.org.
ABOUT WASHINGTON WEALTH ADVISORS
Washington Wealth Advisors is a Fee-Only registered investment advisory firm serving busy families, executives, women building wealth and small business owners. We provide Wealth Advisory Services – financial planning coupled with asset management – guided by a personalized investment strategy based on each client’s unique goals. Our unbiased advice, independent approach and proactive investment management help to support our client’s overall financial peace of mind.