Financial Planning For New Beginnings with Philip Weiss

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We’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 – Intro

1:20 – Phil’s background in the financial industry

3:30 – Phil’s early experiences with money

7:44 – Putting a plan in place to tackle debt

16:47 – Phil’s E.V.O.K.E. life planning process

24:49 – How Phil began working with the female market

29:13 – Phil’s tips for women experiencing life changes

Get Your Free Copy of the How To Flourish Through Life’s Big Changes E-Book

https://apprisewealth.com/ebook/

Learn more about Phil

Check out Phil's bio HERE

Episode Links

Phil on Purse Strings

https://pursestrings.co/professional/financial-advisor/maryland/phoenix-1/philip-h-weiss-cfa-cpa-rlp/

Apprise Wealth

https://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 Media

https://www.facebook.com/AppriseWealth/

(27) Philip H. Weiss, CFA, CPA, RLP® | LinkedIn

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