As you consider whether you can trust the advisor, you need to ask yourself “can the advisor trust you?” Because trust is a two-way street.
- Phone 301-218-0885
- [email protected]
- Washington Metro Area
Finance 'n Stilettos™
Blog - money matters for the well-heeled woman
October 16, 2024
Is your financial advisor “independent”? And why does it matter?
Is your financial advisor “independent”? And why does it matter?
June 20, 2024
Are you losing sleep over your finances? Take this quiz.
Investing and planning require a lot of moving parts and momentous decisions – decisions that could make or break your financial future.
May 15, 2024
Working with a Financial Advisor Grows Your Wealth
Working with a competent advisor can increase your odds of reaching your financial and life goals.
April 15, 2024
What is Your Advisor’s Technical Expertise
When you hire a financial advisor, you might not be clear about what you are paying for. The fact is, there are numerous analytical and technical activities that are carried out on behalf of clients. When you engage with me, you are paying for my specialized knowledge, experience, tools, and my expertise.
February 15, 2024
Gen-Xers: How Can a Certified Financial Planner Help You Save Money?
How a Certified Financial Planner Can Help You Save Money
December 20, 2023
Gen X – Salute to Turning 50
Steps Gen Xers can take to plan for a secure retirement
September 15, 2023
{NEW PODCAST} It Pays to Network
Ms. Rosa Santana has worked in three different industries, from graphic design to higher education. In highlighting the different aspects of her career, you gain an understanding that your career journey may not be a straight path. She loves helping professionals, from early career to seasoned professionals with employment advice. She guides her students on how to advocate for themselves.
August 23, 2023
5 Tips for Saving Money on Your Summer Trip
These money-saving tips can benefit a wide variety of budgets (inevitable when traveling with different people). Here are a few of my personal favorites!
