FINANCIAL SOLUTIONS FOR

FEMALE ENTREPRENEURS

By Marissa Sheffer, CFP®

Hello! I'm Marissa Sheffer, a Certified Financial Planner™ professional who assists female entrepreneurs reach their financial freedom goals. I work closely with clients to build confidence in their financial decision-making through setting goals and creating a strong plan for the future. My mission is to help you create a financially sound plan that aligns with your values and aspirations.

My passion for working with entrepreneurs started in college, where I interned at The PennWest Clarion Small Business Development Center. I focused my studies on personal finance and small business management then started my career as a financial advisor. Since, I have been growing my expertise in financial planning, including obtaining the CFP® designation.   

As an entrepreneur myself, I know that running a business is more than a full time job. While we all want to run successful businesses, it is important to take dedicated time away from your business. I enjoy time spent outdoors, with family and friends, working out, cooking, and the occasional solo coffee date. 

MARISSA SHEFFER, CFP®  I  FINANCIAL PLANNER

SERVICES

FINANCIAL PLANNING

Annual Financial Planning Fee - Starting at $3,600

Comprehensive Financial Planning is a service designed to assist you in achieving your goals and living your financially free life. Financial Planning fees begin at $3,600 per year and may increase depending on the complexity of the plan. 

I am here to help female entrepreneurs like you determine a path to financial security and autonomy by aligning your business and personal objectives, values, and priorities. My comprehensive approach focuses on the specific needs of business owners, including:

  • Business Planning

  • Retirement Savings 

  • Tax Minimization Strategies 

  • Investment Management 

  • Protection Planning 

TAKE CONTROL OF YOUR FINANCIAL FUTURE NOW!

If you are in pursuit of financial freedom, running a successful business, and looking to accumulate wealth while minimizing risk to yourself and your business, Financial Planning is for you.

We will work together to develop a plan that is tailored to your needs, goals, and financial situation.

FREEBIE!

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