Become Intentional About Your Financial Future!
Ann Shubert, MBA Co-Owner & Financial Advisor
I am a Financial Advisor and co-owner of Intentional Finance LLC, an independent, woman-owned, Registered Investment Adviser (RIA) dedicated to helping clients balance living life today with realizing their vision of tomorrow. I provide fee-only holistic financial planning and personalized investment strategies that help my clients have confidence in their future by bringing clarity, understanding, and purpose to their financial decisions. I specialize in working with women going through a life transition such as divorce, widowhood, or a mid-life career change, and focus on supporting and empowering my clients wherever they are on their life journey.
As an independent firm, we answer only to our clients, not to a parent company with sales quotas, proprietary products, or profit goals. Our success is measured by our clients’ success in reaching their goals, nothing else, and we are free to design the best strategies to get them there. Our Financial Advisors are licensed and legally required to act as fiduciaries, meaning our recommendations and actions must always be in our clients’ best interests, no matter what. The only compensation we receive for planning and investment services comes directly from our clients and we are always completely transparent about our fees.
If you are asking yourself any of the following questions, I can help:
How do I get through my divorce and move forward financially? Does it matter how the assets are divided up?
My spouse took care of all the finances; now that they are gone, what do I do?
Am I saving enough to retire when I want to?
If I retired tomorrow, how much income would I have to spend?
Am I saving enough for my child’s education?
Are my investments too risky? Are they working hard enough for me?
I see so much in the media about the markets going up and down, what should I be doing with my money?
What should I do to minimize the taxes I pay on my earnings and investment income?
Can I afford to change careers or start a business?
What should I do with my inheritance?
Should I use surplus income to pay off my debt or save it instead?
Is my family protected if something happens to me?
How do I make sure my family gets as much of my wealth when I’m gone as possible?
Let me help you become intentional about your financial future! Give me a call or an email and we will set up a time to meet, get to know each other, and see if we are a good match. There is never any charge or obligation for a first “get acquainted” meeting.
Office: (505) 563-4502
Disclaimers: Intentional Finance, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Intentional Finance, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Intentional Finance, LLC unless a client service agreement is in place.