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Putting Power in the Purse with Kara Stewart
Manage episode 440143076 series 3600691
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Episode Details:
In this empowering episode of "Life Conversations with a Twist," join me as I sit down with Kara Stewart, a seasoned financial planner with a passion for transforming financial dreams into reality. With over two decades of experience in the financial services industry, Kara has left her mark at renowned institutions like Wells Fargo Bank, Merrill Lynch, Sonoma National Bank, and more.
Having served as the financial services manager for a local commercial insurance agency, Kara's journey led her to establish her independent practice in 2010. Tune in as she shares her insights into helping clients define prosperity on their terms and crafting tailored solutions to realize their goals while minimizing current and future tax burdens.
Kara's signature F.O.C.U.S. Retirement Strategy takes center stage in this conversation, offering a glimpse into how clients can strategically plan for a prosperous future. With a belief that it's never too early or too late to plan, Kara brings a refreshing perspective to financial well-being—free of regret or judgment.
As a certified financial professional holding a life and annuity license, along with successfully passing the Series 6, 7, and 63 securities exams, Kara's expertise has garnered recognition on major networks such as FOX, CBS, ABC, and NBC, as well as in North Bay Magazine.
In this episode, Kara candidly discusses the genesis of her independent practice, the driving force behind her mission, and her future aspirations in guiding clients toward financial empowerment. Stay tuned for a sneak peek into her upcoming book, "Put Power in the Purse," as Kara Stewart shares her unique insights and actionable advice for anyone seeking to take control of their financial future. Don't miss this engaging conversation on Life Conversations with a Twist!
Contact Kara Stewart:
Follow Kara’s IG: @focusstrategicsolutions
Website: FocusStrategicSolutions.com
Contact Me:
Follow Me IG: @heathernelson.life
Website: heathernelson.life
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