Get the Linkedin stats of Tracy Baron Garcia, CFP® and many LinkedIn Influencers by Taplio.
Hi, I'm Tracy. I'm not your typical financial planner. I'm the one who left her lucrative corporate banking job to travel the world - because I could, because I planned for it. I then pursued my dream of working in wine and with nothing but a suitcase, headed to Napa Valley to land that job. While wine will always be near and dear to my heart, I knew I had more to give. Now, I help women invest and plan their finances - so you can live a life you truly want to live. Women are often told what they should do with their life and their money - Spend less. Be practical. Don't take risks. But here's the truth - 🙌 You can travel extensively. 🙌 You can take a year off to write that book. 🙌 You can take that leap from your corporate job to start your own business. 🙌 You can press pause to be a stay-at-home parent - without sacrificing your future. When we work together, we start with you - your values, your goals, your dreams. Then, we build a strategy to make the numbers support the life you want to live. Whether you're: 💫 Crushing it in your career 💫 Building a mission-driven business, or 💫 Forging your own untraditional path… You deserve a financial strategy that reflects your reality - not some one-size-fits-all advice. Money doesn’t have to be so taboo, scary or stuffy. There’s no jargon here. No cookie-cutter advice. Just clear, honest guidance designed to help you build wealth, protect it, and use it to create the life you actually want. From being paid less to taking breaks for caretaking, I understand the real-life challenges women face and I’m here to help you use money to live life on whatever path you choose... With 25+ years in finance - I bring experience, empathy and strategy in working together, so you can... Feel confident in where you stand with your finances and know how and when you can retire - creating clarity and with a little fun along the way - life’s too short for anything less. Your life doesn’t follow a traditional script - and your financial plan shouldn’t either. For women’s wealth to grow and change to happen, we need to talk about money more. We need to take action more. Are you with me? 🙌 Book a no-pressure, no-judgement call to chat about your unique goals and how we can start mapping out a clear path - to get you, to where you truly want to go. 💫 https://calendly.com/tbginvesting/complimentary-consultation (you need to copy and paste this link :)
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