Creating a Successful Financial Plan
January 15, 2015
Hosted by Darleen M Gilmore, CFP®, CDFA™
Have you ever wondered why you were hesitant to execute a financial plan created for you by a planner?You have a nagging feeling that you can't pinpoint. Maybe it's because you have not determined if the plan supports your values. We will discuss the importance of having a vision and mission statements in place BEFORE a financial plan is created. Our guest is one of my clients, Heather Carmichael. We will discuss how this process has helped her reach her goals.
Women B Wise: Helping Women Gain Financial Empowerment
Archives Available on VoiceAmerica Business Channel
“Women B Wise” is a program devoted to women in transition, such as recently widowed or divorced, looking to retire within five years or changing jobs or careers. These critical financial events often trigger the need to make financial decisions about funds inherited, funds received through divorce settlement, or 401(k) rollovers. There are a barrage of “financial advisors” ready and willing to help, but do not have the experience or expertise as Darleen. As a specialist in mid-life financial issues, Darleen will help clarify many issues that arise.
Darleen M Gilmore, CFP®, CDFA™
Darleen M. Gilmore, a Certified Financial Planner(tm) Professional and a Certified Divorce Financial Analyst(tm), has been in the financial planning business for over 34 years. She began her career in Houston, Texas as an entry level manager trainee with a major Wall Street investment firm. She was soon promoted to Vice President with affiliated offices in Dallas, Albuquerque, St. Louis and Austin.
In 1992 Darleen formed her own firm which is now the Austin Wealth Specialists. Darleen conducts educational seminars and speaks at conferences such as the Executive Women in Texas Government.
Darleen also authored a book, “Understanding Biblical Financial Freedom”, which is used at various churches throughout the city.
As a Certified Financial Planner(tm) Professional, you can be sure that she provides expert and professional planning services.
As a Certified Divorce Financial Analyst(tm) she helps her clients avoid the common financial pitfalls of divorce by offering valuable insight into the pros and cons of different settlement proposals.
Darleen is also an active member of the Financial Planning Association and is very active in the community serving on several boards. She is a graduate of the 1998 class of Leadership Texas and was featured on a national television program, “New Attitudes” providing financial advice for a local couple.
Darleen is married and loves playing golf and board games.