Beth Kraszewski – President of Purposeful Wealth Advisors
Beth Kraszewski
Episode 25
Beth Kraszewski is thr President of Purposeful Wealth Advisors. Her mission is to help individuals and organizations craft actionable plans for creating opportunities and clarity around their financial decisions.
As a wealth manager with over 17 years of experience, Beth provide guidance for clients in both the relational and technical aspects of their wealth management. Beth is best known for her keen eye toward high level estate planning and multi-generational wealth transfers, and has a solid track record in investment management, asset protection, tax planning, cash flow analysis, stock options, compensation benefits, and retirement planning.
Her clients also seek her help on philanthropic strategies and business succession planning. She works closely with her clients’ attorneys, CPA’s, and bankers to provide them with a cohesive team.
Beth's Awards and Recognition:
CERTIFIED FINANCIAL PLANNER™ professional
2018 Forbes List of Top Next Gen Wealth Advisors
Working Mother Magazine’s Top Wealth Advisors of 2018
Episode Covers:
Dynamic differences when the woman is the primary breadwinner. Strengths and challenges that come with this.
How couples can avoid fighting about money.
Financial services wants and needs for female clients are different compared to male clients.
Money stories and how women's money stories tend to get in their way uniquely as women.
Pieces of advice to give women building wealth to help them accelerate their financial trajectories and manage their most important relationships.
http://prettysimplesarah.com/wp-content/uploads/2019/06/episode-25.mp3
Episode 25
Beth Kraszewski is thr President of Purposeful Wealth Advisors. Her mission is to help individuals and organizations craft actionable plans for creating opportunities and clarity around their financial decisions.
As a wealth manager with over 17 years of experience, Beth provide guidance for clients in both the relational and technical aspects of their wealth management. Beth is best known for her keen eye toward high level estate planning and multi-generational wealth transfers, and has a solid track record in investment management, asset protection, tax planning, cash flow analysis, stock options, compensation benefits, and retirement planning.
Her clients also seek her help on philanthropic strategies and business succession planning. She works closely with her clients’ attorneys, CPA’s, and bankers to provide them with a cohesive team.
Beth's Awards and Recognition:
CERTIFIED FINANCIAL PLANNER™ professional
2018 Forbes List of Top Next Gen Wealth Advisors
Working Mother Magazine’s Top Wealth Advisors of 2018
Episode Covers:
Dynamic differences when the woman is the primary breadwinner. Strengths and challenges that come with this.
How couples can avoid fighting about money.
Financial services wants and needs for female clients are different compared to male clients.
Money stories and how women's money stories tend to get in their way uniquely as women.
Pieces of advice to give women building wealth to help them accelerate their financial trajectories and manage their most important relationships.
http://prettysimplesarah.com/wp-content/uploads/2019/06/episode-25.mp3
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