The idea of the unknown can cause a lot of stress. But many women struggle planning for the future because they wonder how they can plan for something that may or may not happen. It’s easy to fall into financial planning stasis, where you’re fearful to make a move even when you know you should. Sometimes, you need a partner and a confidant to help you get started and stay on track.
This is where my firm, The Athena Network, can help. I run a financial and life management firm serving women, their spouses, and extended families, where my mission is to create an environment that inspires women to become fully engaged in their financial affairs, naturally leading to feelings of power and strength over their lives, and optimism about their future.
Who We Serve
Most of our clients are responsible women whose lives have been consumed with work and family, often leaving their finances at the bottom of their priority list. But the clock is ticking, and things are changing in their lives, causing them to be anxious about their future and how their money will support them. They want to step up, become more involved, and work with an advisor that makes the process enjoyable.
Whether they come to us after a divorce, the loss of a loved one, retirement, or some other life-changing event, they typically share the same three concerns:
- Am I on the right track?
- How do I make sure I never run out of money?
- How can I become more engaged with my money and confident in my decisions?
Through our services, we want to help you answer these questions and to inspire, enrich, and empower you as you gain confidence with your money and your life.
What We Offer
As a financial and life management firm, we are unique in that we go beyond your financial planning needs. We strive to support you in any area where your life and finances intersect. In keeping with that goal, we offer value-added solutions and services aimed at helping you to evaluate life’s trade-offs and to make decisions that are aligned with your values.
When it comes to the financial elements of your life, we assist with financial planning and investment management, working to create your Life by Design plan. We work as a team to review your goals, fears, and needs to create a plan that provides clarity and confidence in how to create and live the life you want. Along with a financial plan, we build a Responsible Investment Strategy that suits your needs, priorities, and desired lifestyle. Through personalized recommendations, we focus on helping you achieve your priorities, not simply beating an industry benchmark like the S&P 500 Index.
Beyond your overall financial and investment needs, you likely face a number of questions as you move through life. What type of mortgage is appropriate for your situation? Should you consider a Roth conversion? For any of life’s questions, we’re here for you. Through our Key Concierge Service, we routinely and happily assist our clients with various types of finance-related personal services that are outside of the traditional scope of most wealth management firms.
Why Clients Choose Us
Like many women, I’ve had vast life experiences, both positive and challenging. I grew up in a family that faced money struggles, I was the first in my family to graduate college, and I lost my husband suddenly at a young age. But through all of this, I’ve continued working toward my goal of helping others. My life experiences have fueled my empathy for and passion to support the women that I serve as a financial advisor.
I believe women relate to this because I’ve worked with an incredible number of strong women who have overcome the seemingly impossible. As a professional woman working in a male-dominated world, I have learned that when women experience an environment conducive to their style, and work with a professional who can communicate with them effectively, they naturally become more engaged in the process and more interested in making sound financial decisions.
I draw upon my unique life and professional experiences, communication skills, and passion for what I do to provide an environment that inspires my clients to become fully engaged in their financial lives.
In all that I do, I strive to empower my clients with clarity and confidence around their financial lives. If you’re interested in becoming more fully engaged in your financial future, I encourage you to take the first step: getting in touch with me. Whether you’d rather meet in person or chat over the phone, I’m always available to talk about your current situation and see how I may be able to help you. To set up an appointment with me or to chat and ask a few questions, click this link to schedule a call. You can also email me email@example.com or call 484.224.3439. I look forward to assisting you and your loved ones.
Lisa Strohm, CFP®, MBA is the founder and CEO of The Athena Network and Good Life Advisors of the Lehigh Valley, fee-based wealth management firms. She specializes in providing financial planning, investment management, and life management services for women and their families across the U.S. With more than 16 years of industry experience, she sets her firms apart from traditional wealth management companies by focusing on providing clients with an educational, collaborative, supportive experience that inspires her clients to engage in their financial lives. If you have a question, please click this link to schedule a phone call today. To learn more, visit https://the-athena-network.com/ or connect with Lisa on LinkedIn and Facebook.