Conversation transcript
Conversation transcript
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Chapter 21 from the Enterprising Womens Book for the KB
Attached: 21-pamela-plick.md
PAMELA PLICK
Introduction
Pamela Plick is a Certified Financial Planner and self-described "Money Mentor for Women," who built her firm after navigating financial uncertainty following her own divorce. Her chapter covers her Money Power coaching approach and financial-planning services for women.
CFP,CDFA,AWMA
Money Mentor for Enterprising Women
My MONEY POWER journey began over 30 years ago. Despite having a great job, like so many other women, I found myself in an uncertain and scary place after my divorce with a young child to care for.
This is when I realized it was time for me to learn how to take better control and care of my financial future, my life and my family’s life.
Although I was a saver, I really didn’t know how to build wealth. Early in my career, with the common misconception that I couldn’t afford it, I did not initially contribute to my company’s 401(k) plan.
A caring manager advised me that by not contributing I was giving away free money. This advice resonated with me and would become the foundation for my approach to financial planning and education.
Inspired by this, I begin to contribute to the company 401(k) plan.
THIS ignited and fueled my sincere curiosity on how to build financial security. So I started to immerse myself in learning everything I could about financial planning, investing, and building financial security.
After my undergraduate degree in business administration, with a ma- jor in finance and a minor in accounting, my advanced education led me to become a CERTIFIED FINANCIAL PLANNER (CFP)™ practitioner, and eventually a Certified Money Coach (CMC)® to then start my firm.
I established my firm to fulfill my commitment to educate women on how to become more financially intelligent and confident while creat- ing a healthier and more empowered relationship with money!
My mission and passion to empower women with financial education has led me down a journey of fulfillment I could never have imagined.
Replacing a woman’s financial fear with her new found MONEY POW- ER equips her with how to create a life with greater financial intelli- gence, confidence, security, joy and peace. As she leads by example, she will teach and empower those she loves around her how to do the same and help change the financial trajectory of future generations!
DO YOU WISH TO:
- Become more financially self-aware? - Create greater financial balance? - Transform your relationship with money in confidence? - Inspire and empower yourself to take action? Known as the “Money Mentor for Women,” I specialize in helping women find their money power:
providing the education, strategies and tools to grow
financial confidence, security and freedom.
What I have learned in over 25 years of experience in the financial services industry is that women have unique financial planning and in- vestment needs and are under-served by most professional advisors.
I believe education is key to women achieving their long term financial goals. My passion is empowering, educating and engaging my clients around their money.
Women are at greater risk than men to be ill-prepared for retirement. We live longer, our careers are often interrupted to care for family concerns, and we tend to be more conservative about investing.
The typical client that I serve is a goal-oriented, purpose-driven, professional or entrepreneurial woman who wants to build financial independence so she can better focus on bringing her gifts into the world in ways for them to have the greatest impact.
My primary services include:
Money Power Coaching and Mentoring for Women
Women who join my Money Power Coaching and Mentoring pro- grams want to gain clarity around their money patterns and behavior.
They desire to transform their relationship with money so they can rise to their money power by overcoming limiting beliefs, challenges and self-sabotaging related to their work, money and purpose.
Through my proprietary four step core money coaching process, my clients become more self-aware, create greater financial balance and transform their personal relationship with money by becoming confi- dent and ready to take inspired action.
Financial Planning and Wealth Management
Whether Financial Planning clients need comprehensive advice or advice focused on meeting a single important challenge, I walk them through the financial planning process so that they feel confident in their decisions.
My process consists of identifying their goals, gathering and reviewing their financial data, and designing and implementing a plan to help build, manage and preserve their wealth.
Through my services, I offer women a unique insight into the partic- ular issues that concern them. For some, I act as an educator and for others, a coach or mentor. For all of my clients, I am a trusted partner that empowers them to take control of their financial future.
If so, my #1 Amazon Best Seller ‘Rise to Your Money Power’ is the book for you!
My book provides you with
a step-by-step process
to lay the foundation
for transforming your
relationship with money.
Replace self-sabotaging
beliefs and habits with
intelligence and confidence
to grow your money,
purpose and impact!
Scan to Take the FREE Money Quiz
PamelaPlick.com
MONEY POWER COACHING MENTORING PROGRAMS
Did you know that your personal relationship with money directly impacts your personal, your professional life and your health in life?
Does this sound like you?
- You feel you are not good with money. - You are making someone else responsible for your financial future. - You put other people’s needs ahead of your own. - You procrastinate on making financial decisions. - You feel overwhelmed or confused about your finances. - You make a good income, but can’t seem to get your finances in order. - You don’t feel comfortable charging what you’re worth because you feel you may lose customers. If so, I would love to talk with you about how I can help you to be- come more self-aware, create greater financial balance, and transform your personal relationship with money by becoming more confident and ready to take inspired action. We don’t often realize that most of our beliefs about money can be traced back to our childhood. If we have limiting beliefs about money, it can hold us back from achieving the life we desire. My MONEY POWER Mentoring and Coaching Individual and Group Programs guide you to a deeper understanding of the unconscious behaviors, patterns and beliefs which create stress, anxiety, fear which prevent you from creating the life you deserve and desire. Are you ready to better understand your money beliefs and to find out which money voices are driving your financial car? If so, I invite you to take my Free Money Type Quiz It is completely confidential and takes less than five minutes to com- plete. https://pamelaplick.com/take-money-type-quiz/ Then schedule a complimentary Money Power Strategy Session with me to determine how we can work together.
Schedule your FREE 30 minute consultation
Pamela Plick, CFP®, CDFA™, AWMA® Certified Money Coach (CMC)® | (760) 200-8611 [email protected] | PamelaPlick.com
DID YOU KNOW
Financial planning is not just for the wealthy. You are working hard to earn your money, so shouldn’t you plan and invest wisely so your financial security can be enjoyed for generations to come?
With the right support, it isn’t scary or hard. Now is the time for you to get started, take control, and finally become the CFO of your life!
It’s time for you to feel more confident when making important finan- cial decisions that affect you and your family. It’s time for you to know that you are maximizing your resources, and making your money work for you.
It’s time for you to develop and implement a plan and a process to measure whether or not you are on track to meet your long-term financial goals. It’s time to eliminate that feeling of frustration that no matter what you do, you just can’t seem to get your finances in order.
If you choose to work with a financial professional, it is important to work with an advisor you trust and who truly understands you, your goals, and your situation.
You not only want to work with someone who is competent and eth- ical, but who also puts your needs first. It is also important to under- stand what type of financial advice they provide.
Are they willing to take a comprehensive approach to your financial situation?
Working with a Certified Financial Planner™ professional is beneficial. A CFP® professional is dedicated to using the financial planning pro- cess to serve your financial needs. Not everyone needs a comprehen- sive financial plan, but everyone can benefit from the process.
Connect with me here so we can get to know each other better, and explore how we can work together to help you gain the financial con- fidence and peace of mind that you deserve.
NEXT STEP
Schedule a Complimentary Discovery Call.
Pamela Plick
CFP®, CDFA™, AWMA® [email protected] PamelaPlick.com Click to Text (760) 200-8611 Linkedin.com/in/PamelaPlick
Summary
- CFP® and Certified Money Coach (CMC)® with over 25 years in financial services. - Author of the #1 Amazon Best Seller "Rise to Your Money Power." - Offers Money Power Coaching/Mentoring programs alongside comprehensive financial planning and wealth management. - Free Money Type Quiz available at PamelaPlick.com. - Contact: (760) 200-8611.
Clerk
Received.
Pamela Plick’s chapter is now in the vault. Her path from financial uncertainty after divorce to becoming a Money Mentor for women, the four-step coaching process, the emphasis on replacing fear with Money Power, and the practical tools (quiz, book, planning) are all held here.
I’m here if there’s more.
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