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CRES, Credentialed Holistic Financial Coach
Based on a platform of integrity and passion to take on my clients’ dreams as my own, I am honored to inspire confidence in the achievement of financial dreams. NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable
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The Credentialed Holistic Financial Coach title and custom coaching credential is available exclusively to financial professionals (FPs) of Equitable Advisors who seek to have deeper more personal conversations with their clients. The credential is awarded by Equitable Advisors, based upon the FP’s receipt of a certificate of completion of the Holistic Financial Coach Program. In a collaboration between Columbia University’s Coaching Center of Excellence and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. Columbia’s Coaching Center of Excellence has earned a global reputation as the “Ivy-league” of evidence-based, high-impact coaching education and training. To verify that an FP has earned and holds the title in good standing, contact Lynsey Capone-Smith at [email protected]. Signature Wealth Concepts, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
10/15/2024
Retire smart: Balance debt and savings GE-6740957.1 (6/24) (Exp. 6/26)
10/15 Did you know that 63% of U.S. households over 65 carry some form of debt? From credit cards to mortgages, it's important to differentiate between good and bad debt. Learn how a financial professional can help you balance saving and paying down debts to support your retirement goals, then reach out to start planning today for a debt-free future!
Retire Smart: Balance Debt & Savings
Many Americans over 65 carry some form of debt. From credit cards to mortgages, it's important to differentiate between good and bad debt. Learn how a financ...
10/14/2024
Planning for your child's future starts today! We want to help you learn effective ways to save for their education and set them up for success. Watch our quick guide to learn more, then reach out for personalized guidance.
It's Open Enrollment! Empower your financial future! Maximize employer-sponsored benefits. Secure your financial well-being with retirement savings and planning. Let’s talk about how to navigate your financial journey. Contact me today!
10/08/2024
Maximize your financial well-being by enrolling in your employer-provided benefits! From retirement savings to financial planning, the right choices today can set you up for success tomorrow. Take charge of your future—start by understanding and utilizing your benefits. Contact me today and I can help you maximize your benefits
09/19/2024
Life insurance is more than just a policy—it's a safety net for your loved ones. Protect what matters most with the right financial strategies. Start planning today for peace of mind tomorrow. Contact me now to explore your options and help secure your family's well-being!
09/19/2024
Life insurance is more than just protection; it's a crucial part of a strong financial plan. It can help you secure your loved ones' future, provide peace of mind, and build wealth over time. Empower yourself with the right financial strategies—let’s talk about how life insurance can fit into your plan. Contact me to get started!
09/17/2024
Carrying debt into retirement is a reality for an increasing number of Americans, but that doesn't mean it has to stall your long-term plans. Read our overview on debt to learn strategies to help you reduce yours while also prioritizing saving for the future. For personalized guidance, contact me to schedule a meeting so we can discuss your situation and take steps toward stability now and through each stage of life.
Your children's education is an important investment. We put together this guide to give an overview of strategies that can help you save for future educational costs. Read on then reach out so we can discuss your goals for your family's future and make sure your plans are set up to support them.
Hispanic Heritage Month is an opportunity to celebrate the contributions, culture and experiences of people from Spain, Mexico, the Caribbean, and Central and South
America who make up 19% of the U.S. population.*
09/11/2024
On this tragic day in U.S. history, we remember the lives lost as well as honor the strength and courage of our fellow citizens.
09/08/2024
Happy Grandparents’ Day! We wish you a wonderful day spent with loved ones and getting extra hugs.
09/03/2024
A good education is one of the best advantages you can give your child and it takes hard work and smart planning. Read our guide to saving for future educational expenses-- from dealing with tuition inflation to options for investment vehicles. For personalized guidance based on your family's goals, reach out so we can talk about strategies to get you started.
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