Tell us about YOU!! (Who are you & What do you do?) Tricia Rosen, owner of Access Financial Planning, LLC which is an independent Registered Investment Advisory company.
What makes you different/stand out in your industry? My mission is to help women become the financial goddesses that they truly are, only they just don’t realize it yet. I focus on retirement planning, investment management and tax planning services for independent women who are looking for a true partner to help them get clarity on their financial goals and the steps needed to achieve their goals. I especially love it when my clients are interested in investing in a socially responsible way.
What do your clients love about you? My clients feel comfortable talking to me about their hopes and fears, including their finances, which can be very difficult for most people. Most people have some financial skeletons in their closet, but I reassure my clients that they are no different than anyone else in that regard. Often times our financial planning discussions are the first time clients have really thought about being more purposeful with their decisions, and they get excited about the possibilities. I love coming up with solutions which feel really good to the client, as opposed to a cookie-cutter solution to a situation which doesn’t take into account the client’s unique values and interests.
What is the best advice you can share with others?A little bit of knowledge can have a significant impact on someone’s financial situation, so don’t feel like you need to be a financial expert or make many significant changes in order to achieve your financial goals. Taking small steps and being consistent over time is more impactful than you realize.
How has the Women’s Business League helped you? The strong sense of community in WBL has been a big help to me. Getting to know other entrepreneurial women has been wonderful for me, especially as a sole proprietor. I love being able to talk to other like-minded women to hear their perspectives about running their businesses, and to brainstorm solutions to business problems together. I love how supportive the members are of each other.