This free e-book shares a five-step process designed to empower you in managing your financial future.

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Financial Independence for Women

Learn How to Bridge the Gap Between Where You Are and Where You Want to Be When Facing New Beginnings.

In This Book You Will Discover...

Free e-book delivered right to your email

Why I Wrote This Book

My personal story is part of what drives me to help others manage their personal finances. Growing up I faced considerable uncertainty when it came to finances. I learned a lot from those experiences. I also became more educated through both my school and professional experiences.

I feel fortunate to have overcome my past financial challenges. This book also discusses the challenges I faced growing up as well as what led me to focus on working with women facing new beginnings.

As a financial advisor, my goal is to help clients who are uncertain about their financial future become more informed. My Pathway to Informed Success is designed to take clients on a path from Point A (Uncertainty) to Point B (Apprised).

I know firsthand the impact failing to save and prepare for your financial future can have. It meaningfully impacted my personal and professional life. I know this was particularly hard on my mother who had little control over the finances in our home. I want to help others, especially professional women, avoid the situations my mother encountered while I was growing up.

Alleviate stress and see where you are and what you need to do next to develop your comprehensive life plan.

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About The Author

Hello, my name is Phil Weiss, and I am the founder of Apprise Wealth Management. I started my financial services career in 1987 working as a tax professional for Deloitte & Touche. For the past 25 years, I have worked extensively in the areas of personal finance and investment management. I am both a CFA charterholder and a CPA.

At Apprise Wealth Management, we know that women facing significant transitions often don’t know how to bridge the gap between where they are and where they want to go. Our process of life and financial planning helps these women feel empowered to not only withstand life’s changes but flourish through them.

Phil Weiss, Financial Advisor for Apprise Wealth Managemet

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