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Financial Lifestyle Concierge

 Savvy, Healthy, Empowered 

She Designed a Life She Loved

  • Savvy = Comprehension 
  • Healthy = Robust
  • Empowered = Confident

Financial Empowerment and Revitalization

Debt , Credit & Lifestyle Funding

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  • Acceleration & Elimination
  • Options to boost credit
  • Life on a fixed income
  • Why lifestyle funds are a must

Welcome Home

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  • Prerequisite to Purchase 
  • Long Term value
  • Mortgage Protection
  • Downsizing 
  • No hassle rollovers



Protecting Your A$$ets

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  • Income Protection
  • Term
  • Permanent
  • Income Preservation
  • Retirement Planning
  • Legacy Succession
  • Final Expense 

Minding Your Business

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  • Key Man 
  • Disability
  • Income Protection
  • Employee Benefits/Retention
  • Buy/Sell Agreements 
  • Business Succession


S.H.E has the Last Word

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  • Last will & Testament
  • Living Will
  • Financial Power of Attorney
  • Medical Power of Attorney



Legacy Planning

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  • When should we start?
  • How much is enough?
  • Building Generational Wealth 



S.H.E. Talk

  • Financial Literacy workshops
  • Customized Collaboration
  • Separation/Divorce Financial Strategy  

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S.H.E. by Design

Cherese L. Spand has thrived in the financial services industry for over 16 years.   She attended Mercy College in Dobbs Ferry NY. 

   Her corporate and secular experience has moved her to educate her clients in the areas of insurance, tax-free retirement planning and asset protection.
Her background as a Cosmetology Educator with strong managerial skills and training created a perfect storm.  

The collaboration of the two industries prompted Cherese to address a need that was lacking, Financial Literacy for Women and Women in business.
 Cherese’s unique skill set and determination has set her apart in the Financial Services arena.  Her focus is educating families on the importance of having a solid financial blueprint. 

    Cherese is a member of Rotary International. She sits on the Executive Board for Monroe County Women’s Commission. And the Diversity Council for the Chamber of Commerce.
She won Distinguished Rotarian of the year for 2018-2019. 

Contact Me

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SHE Wealth

United States

484-222-3050

Hours

By appointment Only


She Wealth Retreat 2019

 

Women are working in our lives catering to everyone attached to it. 

Would you like to learn to maximize your time, shift your thought processes and patterns? Would you like to release old ideas and patterns? Do you feel vulnerable in your current space and place in life? Or just need to getaway and be empowered?

Grab a friend and retreat and discover that YOU are SHE (Savvy, Sexy, Healthy, Empowered)


Tickets go on sale 10/25/2019://www.eventbrite.com/e/she-wealth-retreat-tickets-78247559557

No upcoming events.