Midlife Reinvention with Susan Butler
Susan Butler is an independent holistic Certified Financial Planner™ professional who specializes in simplifying finances and helping clients feel comfortable and engaged in creating their financial plans. Susan takes the time to understand her clients' current situations and unique visions for the future. She thoroughly analyzes and coaches them on the planning needed to achieve their goals while guiding them through the entire process, including adapting to life changes over subsequent year...
The Balanced, Beautiful and Abundant Show- Rebecca Whitman
Audio is streamed directly from the publisher (injector.simplecastaudio.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Susan Butler is an independent holistic Certified Financial Planner™ professional who specializes in simplifying finances and helping clients feel comfortable and engaged in creating their financial plans. Susan takes the time to understand her clients' current situations and unique visions for the future. She thoroughly analyzes and coaches them on the planning needed to achieve their goals while guiding them through the entire process, including adapting to life changes over subsequent years. She collaborates with other advisors to ensure everyone is on the same page.
Holistic financial planning is at the heart of Susan’s approach. She considers all aspects of her clients' lives, lifestyles, finances, and behavioral finance to build trust and long-term relationships. Her practice goes beyond the technical side of investing, focusing holistically on her clients’ goals, retirement, transitions, legacies, and desired lifestyles.
Susan is especially passionate about coaching women, particularly those who are single, divorced, or widowed, helping them navigate difficult transitions. She also works with couples, helping them understand and appreciate their differing approaches and attitudes toward money, finance, and retirement planning. Her holistic approach integrates life planning with all areas of financial planning, including retirement, taxes, investments, insurance, philanthropy, estate, and legacy planning.
As a practicing Certified Financial Planner™ professional, Susan brings a higher level of training and expertise. Her CFP® certification reflects her commitment to the highest standards of ethics and integrity.
Schedule a complimentary coaching call with Rebecca
https://calendly.com/rebeccaelizabethwhitman/breakthrough
Liquid Collagen for aging in reverse
https://modere.io/QwoNYU
Liquid Collagen for fat loss
https://modere.io/CtlaDw
To learn more about Rebecca…
https://www.rebeccaelizabethwhitman.com
Current workshops and retreats
pillar.io/rebeccaewhitman
✨ CONNECT WITH REBECCA ✨
💫 Coaching: https://pillar.io/rebeccaewhitman
💫 Grab the balanced beautiful bundle
Balanced Beautiful Abundant: https://balancedbeautifulabundant.com/tier-1-bbb
🌸 AMARE - THE DUO:
https://www.amare.com/2088608/en-US/shopping-cart/cce3d4
SOULFUL SLUMBER PARTY:
https://balancedbeautifulabundant.com/feb-slumber-party
MAGNETIC WOMAN MASTERMIND:
https://balancedbeautifulabundant.com/mastermind
🌺 LEARN MORE:
https://Rebeccawhitman.com
📱 FOLLOW REBECCA:
YouTube: https://www.youtube.com/@rebeccaewhitman
Instagram: https://www.instagram.com/rebeccaewhitman
Facebook: https://www.facebook.com/rebecca.whitman
LinkedIn: https://www.linkedin.com/in/rebeccaewhitman
TikTok: https://www.tiktok.com/@magnetic.midlife
Website: https://Rebeccawhitman.com
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.