Financial Planning During Times of Transition

Join us as we learn ways to Create Healthy and Enduring Relationships with your Money! CCC friend and sponsor, Shelly Schell of PRISM Financial Strategies, will be front and center to discuss important considerations and actions to take as you prepare or go through life transitions.

Would you like to know why financial planning during times of transition can help smooth uncertainty? Knowing your own financial situation and how our lives depend on this knowledge is important for not just survival, but living the life of our dreams.

Take away tips and tools to help you navigate financial uncertainty:

• Learn how to create purpose driven financial goals
• Learn how to align spending, saving and investing with needs, wants and wishes
• Discover the tools needed to create a lasting financial plan

About our speaker:

Shelly Schell is cofounder of PRISM Financial Strategies, a Registered Investment Advisory Firm in Denver, Colorado. She provides financial education and solutions for individuals and families. She is also a Certified Divorce Financial Analyst and helps women analyze the long-term financial impact of divorce.

Shelly’s passion is helping clients meet financial goals. With more than two decades of experience, she takes a lifestyle approach, tailoring investment solutions that match each client’s beliefs and needs. This helps women create a relationship with money through education and personal connection which sets her apart from the many financial advisors in the industry.

Investment Advisory Services offered through PRISM Financial Strategies, LLC; a Registered Investment Adviser.