MABC Member Profile - Janel Kalish, CFP®, Wealth Management Advisor & Financial Coach

I’m a wealth management advisor primarily helping women in business streamline their finances, so they can focus on what they do best and feel confident and educated about their own financial future.

Starting with your goals in mind, we create a financial plan that helps you achieve balance and peace of mind. Through our process, we will help you:

• Ensure a layer of protection around your assets and lifestyle.
• Establish an optimal savings rate.
• Allocate your cash flow to build liquidity and grow your wealth.
• Implement effective debt elimination and tax management strategies.

By following this process, you can have the confidence to live today; while knowing you won’t outlive your assets in the future – leaving behind a legacy for your family or the causes you care about.

We bring the different pieces of your life together to give you clarity through our refined process called the Living Balance Sheet®.

For a free consultation to learn more about how my team and I work with you to solve your unique financial puzzle, please contact me at janel.kalish@thirdcoastadv.com or book an appointment by clicking here.

Registered Representative and Financial Advisor of Park Avenue Securities.

Website: www.thirdcoastadv.com