An all-female investment team, NorthShore Financial Strategies, is blazing a path forward to change the conventional idea of financial advisors by working to empower women with financial confidence.
Crystal Walker and Carrie Turcotte, co-founders and partners of the firm, connected nearly ten years ago when they happened upon each other via LinkedIn, which led to a casual meet-up. The rest, as they say, is history. “Crystal and I feel like we complement each other,” explained Carrie.
The mission at NorthShore Financial Strategies is to help clients through all of life’s major transitions. Crystal and Carrie explain that their mission from the start was to help women prepare for the complexities of retirement, divorce, or the loss of a loved one by giving them the confidence to understand their finances.
One of the ways NorthShore Financial Strategies is achieving this mission is by stacking their team with talented women who excel in tailoring their services to their clientele. “Carrie and I realize that women often feel that male advisors don’t understand information provided to them as female investors. We are on a mission to close that gap,” says Crystal. Advisors at the firm encourage their clients to feel empowered by financial management, emphasizing that clients shouldn’t feel fearful of their finances, even during a life transition. NorthShore Financial Strategies is committed to helping women “own their choices, honor themselves, and live their adventure.”
As we researched the firm, it was encouraging to see the abundance of resources provided for clients. From global market reports to weekly commentary on the market, NorthShore Financial Strategies prides itself on offering thorough resources. It’s clear that part of their plan for building confidence in women lies in education. Carrie explains that she always encourages clients who are just looking for financial advisors to “be curious because not every advisor is right for every client and vice versa.”
At the pinnacle of their mission, Crystal and Carrie have created an environment of empowerment for women in all phases of life, and it all begins with the financial confidence that comes with excellent financial strategy.
To learn more about NorthShore Financial Strategies, visit their website: www.nsfinancialstrategies.com
At the pinnacle of their mission, Crystal and Carrie have created an environment of empowerment for women in all phases of life, and it all begins with the financial confidence that comes with excellent financial strategy.
