The joy of working with kindred spirits

A letter from Paula Boyka

As a financial advisor, I’ve had the pleasure of working alongside a diverse group of successful women, helping them to make important decisions about their wealth and futures. While this specialty wasn’t something I consciously set out to establish – being a hard-working professional myself – over the years, I’ve found I naturally resonate with my clients and understand their goals and concerns. We’re on the same page and that helps me provide the personalized guidance they need to handle whatever milestones or challenges life presents them.

People often feel apprehensive when it comes to their wealth. It’s understandable – your finances have a huge influence on your life. But managing wealth doesn’t need to be painful. In fact, most of my conversations with the women I work with feel like casual ones between friends. We talk about where they are in life and where they want to be. Then, I use the tools and knowledge at my disposal to help them make sure their finances are working in harmony with the rest of their life and helping them move toward their goals.

For me, this career has been a win-win. I get to use my knowledge and passion to help others, while getting to spend time with women I identify with, admire and whose company I genuinely enjoy. It’s a privilege to act as their financial sounding board and partner – and one I feel fortunate to be entrusted with.

Sincerely,

Paula