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Our guest today is Susan Washburn, CFP®, CeFT®, JD, Senior Financial Advisor of ProVise Management Group. Forced to rebuild her life after Hurricane Katrina and an unexpected divorce, Susan found herself feeling overwhelmed and lost in the world of finance. Instead of letting this define her, she decided to get smart about money and pursue a career in financial planning.

Today, Susan helps women take ownership of their financial lives. Join us as we discuss the importance of setting personal financial goals, seeking out supportive financial professionals, and, most importantly, taking small, actionable steps toward financial independence. We’re so grateful to have her on the show today to share her inspiring story and remind us that it’s never too late to get started!

Here’s some of what we discuss in this episode:

0:00 – Intro

1:22 – Susan’s story

9:34 – Being involved in financial affairs

12:11 – How Susan started over

17:03 – The importance of communication in financial planning

21:53 – Taking small steps toward and finding a supportive network

Learn more about Susan HERE

Episodes Links

ProVise Management Group

https://www.provise.com/

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To learn more about money and access additional episodes, visit us online: https://pursestrings.co/