A Starting Point: Financial Planning & Investment Knowledge Workshop

A Starting Point: Financial Planning & Investment Knowledge Workshop
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Looking at your personal finances can be intimidating. Studies have shown women feel more assured when their finances are designed around personalized goals and a documented financial plan. But in our busy lives, investments and financial literacy often gets pushed to the sidelines with the hope to focus on it later on. Let’s skip the procrastination and take the initiative to learn more today.

Christine’s goal is to educate, engage, and empower women to take the necessary steps to feel confident in their financial future. She will broadly discuss:

● How to define your unique goals and make them achievable

● How to create an investment portfolios with a purpose in mind

● Action items you can do today to feel confident in your financial future

After the initial presentation we will open for questions. Your questions will be encouraged and the answers straightforward.

Christine is a Managing Director for one of Washington’s largest fiduciary wealth management firms, Freestone Capital Management. She works directly with her clients to advise and understand complex financial situations to reach their unique goals and values. She focuses on building customized investment portfolios through comprehensive financial planning. Christine earned a BA in Business Administration from the University of Washington with a focus in Finance and Economics. She holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.

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