From Employee to Founder, the inspiring journey of sisters Beth and Emily exemplifies the transformative power of passion and purpose. Rooted in an entrepreneurial family, the sisters' upbringing instilled the values of hard work and determination. Their father's farm-to-success story and their own formative experiences forged an unbreakable work ethic, setting the stage for their remarkable ventures. Beth, a seasoned professional in wealth management, dedicated her career to guiding clients through life's most significant transitions, specializing in areas like divorce, retirement, and widowhood. Meanwhile, Emily carved her own path as the driving force behind The Medicare Coach, a company that empowers Americans to navigate complex government rules and insurance intricacies, safeguarding both their health care rights and financial well-being. Together, Beth and Emily stand as living testaments to the profound impact of entrepreneurship, proving that with determination and dedication, one can transcend the confines of employment to build a legacy of their own making.
Here’s more about Beth and Emily
“Beth has been empowering clients for the past 22 years to discover a greater purpose for their financial wealth and to pursue it with confidence. Her area of expertise is financial planning for life's transitions especially divorce, retirement, and widowhood. These are complex financial situations and Beth enjoys holding the big picture for her clients while collaborating with their accountants, attorneys, and other members of their team.
Beth has a unique passion for divorce planning and for helping people at that difficult juncture. Her compassion for these clients led her to get a CDFA/Certified Divorce Financial Analyst designation, allowing her to assess their settlement sweet spot by analyzing short-term and long-term projections. Knowledge is power. And the strategic advice Beth offers clients based on her findings helps them feel confident negotiating and signing their agreements.
Emily has changed the way people make their Medicare decision. She has helped thousands of people navigate Medicare rules and insurance company confusion to help them make their right Medicare decision to protect their healthcare rights and retirement savings.
Emily has combined her seven-year experience managing risk for Goldman Sachs and her passion for helping people, to revolutionize the way people make a Medicare decision to save people time and money.”
Company description: At Purposeful Wealth Advisors, we believe that you are more than the sum of your assets. You’re an individual, a couple, a family. You’re a corporate executive, a business owner expanding operations, a socially responsible investor looking for ways to truly make a lasting impact. You’re the sum of your relationships, experiences, and everything in between.
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