Send us a textWe’re excited to have Philip Weiss, CFA, CPA, RLP®, founder of Apprise Wealth Management and Purse Strings-approved professional, with us today. His journey into the world of finance and dedication to serving the female market is nothing short of inspiring, and we love his holistic approach to financial planning. Phil's dedication to helping others is deeply rooted in his personal experiences. Today, a significant portion of Phil's client base consists of women facing new beginnings, such as divorce, widowhood, or retirement. He finds that life planning is particularly beneficial for these clients, helping them navigate their transitions with clarity and confidence. We hope you’ll join us for a powerful reminder that, with the right guidance and mindset, you can rewrite your story.Here’s some of what we discuss in this episode:0:00 – Intro1:20 – Phil’s background in the financial industry3:30 – Phil’s early experiences with money7:44 – Putting a plan in place to tackle debt16:47 – Phil’s E.V.O.K.E. life planning process 24:49 – How Phil began working with the female market29:13 – Phil’s tips for women experiencing life changesGet Your Free Copy of the How To Flourish Through Life’s Big Changes E-Bookhttps://apprisewealth.com/ebook/Learn more about PhilCheck out Phil's bio HEREEpisode LinksPhil on Purse Stringshttps://pursestrings.co/professional/financial-advisor/maryland/phoenix-1/philip-h-weiss-cfa-cpa-rlp/Apprise Wealthhttps://apprisewealth.com/Phil’s Weekly Blog (Sign up from any page on which a blog appears or through the "Contact Us" link)https://apprisewealth.com/blog/Phil on Social Mediahttps://www.facebook.com/AppriseWealth/(27) Philip H. Weiss, CFA, CPA, RLP® | LinkedIn-Follow & connect with us! Website Facebook Page Facebook group Instagram TikTok LinkedIn YouTube Reddit Resources Have questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here! Explore our free guides to help you on your financial journey

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