It’s not about the money… it’s about what the money means to you!
Money is extremely emotional and most everyone has a reaction deep in their gut just hearing the word. Yet money means different things to different people. Our financial demeanor develops early on. Habits, attitudes, beliefs relating to money begin forming in childhood and evolve as we progress through the stages of life – continuing even into the golden years.
Watch this webinar to get in touch with your monetary blueprint; this journey of financial awareness will help consciously guide you along the path of financial happiness, improve fiscal health and the upside should be a more rewarding, satisfying relationship with money... so you can ultimately attain your goals!
About Ivy Menchel:
Ivy's career as a financial professional began in 1993 at a premier financial services firm. Today she runs a values-based financial planning practice that focuses on the objectives, needs and goals of clients. The process always begins with a thorough understanding of the client's specific situation, commitment to bringing creative solutions to clients for their financial issues and a strong belief in advisor collaboration. Each individual, each family is unique and so are their financial circumstances. The end result is a plan designed to provide a sense of security and confidence in the client's financial well-being, today and in the future.
Ivy and her team provide comprehensive financial solutions for creative and performing artists, business owners and retirees through Sagemark Consulting, a division of Lincoln Financial Advisors. These successful individuals and families seek their expertise in all areas of planning required by families of wealth. They coordinate various aspects of their financial "house" including estate, business succession, financial independence, retirement, investment and legacy planning. People work with Ivy and her team for their creative design capabilities. They are the catalyst to make sure things get done! Their attention to detail, personal service and ability to help crystallize life and legacy goals are greatly appreciated by individual clients, as well as corporations and non-profit organizations.
She earned her BA in Psychology at the State University of New York at Stony Brook. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and a CERTIFIED DIVORCE FINANCIAL ANALYST™. She also holds FINRA Series 7, 63 and 65 security registrations and is fully licensed to provide Life and Health Insurance. She has been a guest speaker on television and radio talk shows and has been the presenter at many workshops. She is a member of many professional associations and is involved with several charities.