Wealth is multi-faceted. Initially, we tend to think about our finances when we hear the term ‘wealth.’
Our financial well-being is crucial, without a doubt. When our financial house is managed and in order, we experience a sense of peace. At Vance Wealth, we know you want more in life- financial independence and the confidence that you and your family can live the life you’ve always imagined.
We also believe that wealth incorporates other aspects of your life, specifically your physical, emotional and mental well-being. Holistic wellness is top priority.
As we balance our homes, work and family life, this can oftentimes be challenging. It seems there isn’t enough hours in the day to do it all. Women are especially prone to experience the pull.
So, where do you start?
At Vance Wealth we believe knowledge is power, but taking action on that knowledge is putting that power to work. We believe that when we move from uncertainty to clarity, in all aspects of our life, we gain a sense of order.
Clarity. A direction.
We work closely with you, incorporating all aspects of your well-being…financial and otherwise.
Call to schedule an appointment with Patti Handy, Wealth Advisor and Certified Executive Coach, leading A Woman’s Wealth initiative.
Imagine a safe place, where women gather to share, learn and thrive. This is not a networking, exchange a business card, kind of gathering.
This is an intimate, conversational circle of women, who want to achieve more in life. Not only from a financial perspective, but emotionally, mentally and physically. Selected guest speakers will join us, sharing their wisdom, without the hard sell.
We are a sisterhood, with a desire to help you become the best version of yourself. Seating is limited, so contact us today.
I invite you to join us at The Collective, a gathering held at the Vance Wealth offices (virtually for now)in Santa Clarita Valley. Email Patti at Patti.Handy@VanceWealth.com for details.
A life transition can be challenging and complicated.
So many moving parts, all seemingly happening at once. Whether you recently loss a loved one, divorced or an empty nester, change can be scary and uncomfortable. The unknown can be paralyzing, especially when we don’t have the tools or information we need to make a decision.
Empowering our clients with a clear understanding and inspiring financial success is what we do.
By working together to provide personal solutions, we help in alleviating the stress and worry that typically accompanies planning your future. Most importantly, it’s about forging an achievable path to something greater – a path to the life of your dreams.
We invite you to enjoy the educational videos below. Be sure to visit often, as we are always adding new information. Please feel free to contact us with any questions, we are here for you.
Women in Leadership
With a desire for excellence and a passion for service, women entrepreneurs and women in executive roles are often pulled in many directions, personally and professionally.
Wherever you are, you’re desperately trying to stay present and in the moment. As we manage home, career, family, and more, this is easier said than done.
As a trusted, listening partner, we pay our experience forward at every opportunity and provide clarity when it’s needed most. We provide client-centric solutions backed by years of financial planning expertise with a focus on security and peace-of-mind.
Let us do what we do best, so you can do what you do best.
Download Money Rules 101
Master Your Money Before It Masters You
This book is for every parent who wishes to empower, inspire and educate their kids with money smarts. Written for high school and college-aged students, this book delivers a 'money school' in book form. In an entertaining and highly readable approach, Handy covers many topics, including the money mindset, debit and credit cards, understanding credit scores, dealing with stress as a teen, entrepreneurship, spending wisely, secrets of savings, investing, buying a home, and, most importantly, giving back. This book is designed for anyone seeking financial peace of mind, a parent, or their children—a must-read for everyone.