Setting you up for Success
To help you better understand your financial picture so you can stay the course and finish life well, we help you to:
- Understand your household's finances
- Establish goals
- Identify risks/threats
- Establish a personal spending plan
- Reduce debt
- Maximize your saving and investments
- Plan for the future
By doing all these things, you will be better positioned in the event you find yourself in an unexpectedly challenging season of life or more well-prepared to make life-changing decisions for the betterment of yourself and your family.
It may be your first job, a career change, or maybe you decided to stay home and care for your children or aging parents, we can help you understand and plan for those moments in life. While women are more likely to take time away from working, their income is also affected. Let us help you prepare for those moments.
Navigating life through the highs and lows (aka tough times)
Life will ultimately have it's highs and lows and your financial picture can change quickly. Let us help reduce your risk in the long run
To read more on how we can help in the event a loved one passes, click here.
Meet our Women in Finance
At PSI Capital Management, we believe in the power of a great team, which includes some very creative, thoughtful, bright and hardworking women that make us better at serving you each and every day!
Meet Angie Jones, Sarah Whitman, Partner/Advisor Vanessa Zook and Tara Cruz.
Whether you need to schedule an appointment, have specific account questions, need extra assurance – our team of ladies is here for you! We can help with specific challenges and be there to empower you through all your investment and financial needs.
Call us today (717) 207-7123 to set up a complimentary appointment to get you on the right path to financial freedom.
Financial Planning
We provide tailored financial advice to each of our clients. In our comprehensive and holistic financial planning process, we explore all aspects of your financial picture and use what is discovered to build an active, living, breathing financial plan that guides all current and future financial and investment decisions.
Investment Management
We provide customized investment management services for our clients. Using what we discovered in the financial planning process, we select investments that achieve the proper balance and diversification needed to meet their goals and objectives. We also monitoring and processing cash flows as necessary.
Paradigm Shift Investing
We marry financial planning and investment management together with Paradigm Shift Investing, which is the process of analyzing a client’s financial situation first, then using what is discovered to build an active, living, breathing financial plan that serves as a guide to drive all current and future financial and investment decisions.