In-Person Workshops are back!
In-Person Workshops are back!
To arm women not only with financial tools and education, but empowering them with confidence, trust, and support in their decisions with financial planning.
Every woman is different. Her situation is different. Her attitude about money is different. Her schedule is different. There is no cookie cutter plan for any woman to plan her life and that includes her needs in the financial planning world. We recognize that.
Some women want to just dip a toe in and learn. For these women, we offer in-person and online workshops as well as one-on-one consultations. We wanted to create a comfortable environment for women to start learning about finances but also about how the financial industry works without having to worry about being solicited or asked for fees upfront. Financial confidence is our goal and we want every woman that walks into the room or signs up online to start feeling that way about her own finances.
For the women that are ready to start planning their future and want guidance along the way, we offer our financial advisory program. This program is designed to give the full financial advisory experience along with providing support groups and one-on-one guidance with a dedicated financial advisor.
For our women, businesses and families that are looking to start checking things off their financial to-do lists, we offer a number of services to do just that. Our financial professionals can help with both investment and insurance needs. Everything from life insurance to 401K rollovers to college savings plans. We can help get it done.
Since 2009, Stephanie has dedicated her career to helping people navigate the complexities of financial planning and educating her clients on the best options to help them reach their goals.
Over her years of meeting with women, Stephanie realized that there was an imbalance of financial knowledge among the genders, and she identified a real need for an outreach to women about financial education. She wanted to create a program that would impact women in a way that they could feel financially empowered in safe and supportive environment. She also wanted to give women access to incredible planning resources through the collaboration of like-minded women, while ensuring this program was accessible to all women. This is why she created Her Slice of the Cake.
Being a genuine Phoenician at heart, Stephanie graduated with an Accounting degree from Lehigh University in Pennsylvania in 2003, and moved back to the Valley of the Sun upon graduating. Prior to financial planning, she worked in specialized accounting procedures for real estate investments.
Stephanie happily resides in Phoenix with her husband, Scott, and her two young daughters. She is active in her community and regularly volunteers with local children’s and women's organizations.
Copyright © 2018 Her Slice of the Cake - All Rights Reserved. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC Member SIPC. (17550 N Perimeter Dr. Suite 450 Scottsdale, AZ 480-538-2900). Her Slice of the Cake is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Check the background of this investment professional on FINRA's Broker Check.