I work with women business owners, entrepreneurs and professionals that want to feel confident about their money. These women are busy and don’t have the time to research and implement the strategies that will provide the protection and money growth that they desire. If you want to breathe easier knowing you have a financial partner at your side advising and supporting you in building the
future you desire, I’m your gal.

I review where you are, we talk about what you want, and then we go about creating it. I clearly explain all of your options, and you can ask all of the questions you need to until you feel comfortable and ready to make a decision. I am compensated by commission, so there is never any out-of-pocket cost to work with me. I will be your financial GPS moving forward, and always just a phone call or email away.

Risk Management- Highly customized approach designed to manage risk and protect both assets and your loved ones. I address insurance needs related to estate planning and wealth transfer issues. I also provide an understanding of how Health Insurance, Long-Term Care and Life Insurance may fit into your plan.

Tax Planning
Estate Planning
Retirement Planning

209.613.9445
anna.felix@strongholdpartners.com
www.calendly.com/anna-smartmoney
Let’s Connect

About The MTM Network by The MTM Institute

We grow local economies by bringing business owners together for strategic collaboration. All are welcome to come, connect and collaborate locally and online. To remain accessible, we are a free business network hosted by The MTM Institute, a 501(c)3 nonprofit organization registered with the Internal Revenue Service.

The MTM Institute strives to empower vulnerable communities, including low-earners, veterans, and survivors of violence and abuse. Our mission is to create safe and accessible spaces for the growth of local economies.

Fueled completely by the generosity of MTM Network volunteers and donors, we support new and growing entrepreneurs, artists, and organizers with educational programs, business services, and inspiration. Our educational programs teach mindful business management through executive leadership, time management, and money management mentorship.

Connect with us at https://mtminstitute.org/joinfree.