Alderman Financial Group

nefit their family, business and personal goals, so it keeps getting pushed to the back burner. They are optimistic and feel fairly certain everything will turn out ok, but they would like to partner with someone to take the “Money Matters” off their plate. I help her optimize her business process, create stability, and give her detailed steps to take with her money so she can focus on what she does best, feel confident to take some “ME” time, have flexibility in her schedule, and find joy as she continues to grow her business and personal wealth. My work aligns our client’s core values with their behaviors around their money to give them a higher impact towards achieving their goals. I am a “mompreneur”, actively balancing the roles of mother to two teen/pre-teen children and being a successful entrepreneur. I office out of Commerce, TX, which is about an hour northeast of Dallas and am active in my local community. This allows me to assist clients across the US, and visa versa allows me to satisfy my love for travel and assist clients from wherever I am connected. I am passionate about helping other’s create freedom and choices in their lives with financial stability brought about by the powers of discipline and a solid plan of action. I have a strong belief in teaching our youth about money every chance we can. Not only as a healthy money habit for kids to learn to be successful adults, but for the health of the parent’s financial future. We offer many services to help support your journey to achieving your goals as well as a robust financial education. Visit my website at www.aldermanfinancial.com for additional resources and disclosures. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.