Posts Tagged ‘#MoneyManagement’

Let’s Talk Money..

I love introducing you to new authors. Dawn and I met through #FemCityPhiladelphia and I am so excited to share her and her fabulous book with you!

The Author: Dawn Santoriello, CFP®

About the Book: Available July 27, 2021 at 12:00 p.m! 

Have you ever felt “stuck” in your financial goals? Have you spent years struggling to pay off debt while also trying to save for your future? In The Spiritual Path to Prosperity…The Truth About Money Revealed, author Dawn Santoriello, CFP(R) gives you the tools to determine why you’re facing these “money blocks” and how to clear them. She offers her deep knowledge of the financial world by sharing tips and tricks for investing your money to grow your wealth as well as proven strategies for saving.

More than that, Dawn gives you a glimpse into her own story by sharing her financial tragedies and triumphs. A graduate of Adelphi University with a BS in Finance and a CERTIFIED FINANCIAL PLANNER(TM), Dawn studied for years, and she wants to help you achieve your financial goals.

This book includes simple illustrations and charts to make a tough subject easier to understand. Using language that is clear and concise, Dawn walks you through many different financial topics, including how to properly invest your money, how to pay for college and the ins and outs of having a mortgage.

With her belief that positive thoughts create positive circumstances, Dawn brings a spiritual element to her financial strategies. She gives you a step-by-step guide to creating the life you want by releasing any blocks you have regarding money and asking your Higher Power for assistance. In this book, she includes the prayer that dramatically changed her life and her finances!

Once you say this prayer and take these steps toward your financial goals, you can have the life you want…or even something better!

Questions:

1)      What is the difference between you and a Robo-advisor I can find online?

I look to build relationships with my clients and get to know them.  Also, I want to know what your goals and dreams are, and I help you find the best way to reach those goals.  A Robo-advisor is going to doing a risk assessment and put you in a cookie-cutter portfolio.  You can’t call them up with questions and they won’t be there to ease your fears when the market gets volatile.  I will.  With me, you get personalized service and all my expertise.

2)      Are you a fiduciary? What is a fiduciary?

Yes, I am.  A fiduciary has a legal obligation to put your needs ahead of their own.

3)      What are your qualifications?

I am a Certified Financial Planner™.  To become certified I went through several years of training, passed a series of exams including the final test to become a Certified Financial Planner™.  I consider myself a geek lol, and it was the hardest test I have ever taken.  Typically, there is only a 62% pass rate, I passed my first time.

4)      What services do you offer?

Holistic financial planning, investment advice and management, and insurance planning.  I offer a flat rate, hourly advice, and paid for managing assets.

5)      How will our relationship work?

I will begin by getting to know you and find out what you want your money to do for you and show you the best way to reach those goals.  Communication is important, I will be in touch with you throughout the year via email, virtual meetings, phone calls, in-person meetings if local. You will also be kept up to date on the markets and anything else financially that you need to know about.  I am accessible to you.  I also have many virtual educational workshops throughout the year.

6)      Do you have a custodian? What is a custodian?

Yes, I do have a custodian.  I do not hold my client’s money. A custodian is a regulated institution that is responsible for the safekeeping of clients’ money and it is held at that institution to minimize theft or misuse of the client’s funds. For example, TD Ameritrade is a custodian.

7)      Who are your typical clients?

My typical clients are women, entrepreneurs, and couples.  They are also into the Law of Attraction.

9)      What is your favorite non-work activity?

Mountain Biking and doing Peloton Workouts.

10)  What is your favorite local restaurant and what are you ordering?

I love Vecchia Pizza in Phoenixville.  I’m ordering the Regena Margherita pizza.

11)  What is your favorite TV guilty pleasure?

I recently binged lost and loved it. It came out like ten years ago so I’m a bit behind.

12) What sets you apart from other advisors?

If you are interested in working with me our first meeting is to learn more about your goals and dreams.  We will incorporate the manifestation prayer/affirmation into the meeting and at the next meeting we will clear the money blocks and we’ll review your workbook.  In the following meeting, we will talk about your finances. At the next meeting, we will talk about how to put your plan into action.

  • I also offer just the manifestation prayer and clearing money blocks as a standalone package
  • If clients only want me to manage their money I can do that.
  • I also work by the hour.

*Investment Advisory Services Offered by Sowell Management

 Here is the book link:

https://www.amazon.com/dp/1647196671/ref=sr_1_1?dchild=1&keywords=dawn+santoriello&qid=1626975047&sr=8-1

 Social media and website links:

Dawn Santoriello, CFP® 

Dawn@dsfinancialstrategies.com

www.dsfinancialstrategies.com

215-660-0288 office

Financial Fridays with Dawn!

https://www.youtube.com/channel/UCnN1ouX_Ew_hfqEfXlAGGkQ?view_as=subscriber

 https://www.facebook.com/DSfinancialstrategies/

https://www.instagram.com/dsfinancialstrategies/

https://www.linkedin.com/in/dawnsantoriello/

 

 

 

 

 

 

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