29 min

Peggy Haslach from Finity Group on pink jackets, W Source, LGBTQ and women's finances‪.‬ I interviewed 162 women during one year of COVID by Erin Keam

    • Entrepreneurship

About: Peggy earned her BA in Economics at Stanford and a certificate in Project Management from San Diego State University. She holds her FINRA series 7, Series 66, Insurance producer certifications and Chartered Life Underwriter Designation ® (CLU®). Peggy is an active member in the Greater Seattle Business Association (GSBA) and the National LGBT Chamber of Commerce (NGLCC) where she certified as an LGBT Business Enterprise. In 2009 Peggy left behind a 23-year career in corporate management to start her own Senior Move Management and Project Management Consulting businesses. In 2013, at age 53, she made a career change when she saw, first-hand, the effect life events had on women’s financial security. She realized there were very few female financial advisors and financial advisors who could relate to the different planning needs of women and LGBTQ. She also learned that women want a more collaborative and educational approach to planning. Peggy is a lifelong athlete. She was a Highschool All American Swimmer and a member of the Women’s National Waterpolo Team. She has also competed Outrigger Canoe, Team Handball and Dog Agility. As an athlete, trainer and coach, Peggy uses a coach’s approach with her clients. She knows how to inspire women to take control of their financial plan. She works collaboratively with her client’s other advisors (CPA’s, Attorneys, Mortgage Brokers, etc.) to put together a plan where her clients can make and manage their own money, live the lifestyle they want today and feel confident about their tomorrow.

Specialties: Peggy typically works with female practices (veterinarians, doctors and attorneys) and small business owners.

Quote: “You have been assigned this mountain so you can show others it can be moved.” — Unknown

Connect: Contact Peggy at peggy.haslach@thefinitygroup.com or at (503) 380-0041 or visit her website below!

Find Peggy Here:
https://www.thewsource.com/
https://thefinitygroup.com/


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Female-identifying (or non-binary) and want to be a guest? Book here!

About Erin

Erin Keam is a Clarity & Confidence & Closet Coach with her own insightful, fun and unique Method developed from her years spent in media, retail, marketing, TV & film production, real estate, copywriting, sales., the self-development field and a passion for fashion.

This Method, which provides instant insights and lasting results helps you uncover your vision, create an action plan, gives you accountability and cherishes you along the way with cheerleading and celebration. You'll also discover your inner closet via exploring beloved possessions in your home to find personal themes and create a one-of-a-kind Style Statement. This "aha" experience will transform the way you get dressed and positively impact your closet, business, career and life as well as the way you show up IRL, on camera & social media.

To invest in a personalized strategy session click here (and you'll also find out more): https://bit.ly/ClarityAndCloset

Or go to my website, erinkeam.com.

You can also follow me on:
Facebook
Instagram
LinkedIn


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Support this podcast: https://anchor.fm/erin-keam/support

About: Peggy earned her BA in Economics at Stanford and a certificate in Project Management from San Diego State University. She holds her FINRA series 7, Series 66, Insurance producer certifications and Chartered Life Underwriter Designation ® (CLU®). Peggy is an active member in the Greater Seattle Business Association (GSBA) and the National LGBT Chamber of Commerce (NGLCC) where she certified as an LGBT Business Enterprise. In 2009 Peggy left behind a 23-year career in corporate management to start her own Senior Move Management and Project Management Consulting businesses. In 2013, at age 53, she made a career change when she saw, first-hand, the effect life events had on women’s financial security. She realized there were very few female financial advisors and financial advisors who could relate to the different planning needs of women and LGBTQ. She also learned that women want a more collaborative and educational approach to planning. Peggy is a lifelong athlete. She was a Highschool All American Swimmer and a member of the Women’s National Waterpolo Team. She has also competed Outrigger Canoe, Team Handball and Dog Agility. As an athlete, trainer and coach, Peggy uses a coach’s approach with her clients. She knows how to inspire women to take control of their financial plan. She works collaboratively with her client’s other advisors (CPA’s, Attorneys, Mortgage Brokers, etc.) to put together a plan where her clients can make and manage their own money, live the lifestyle they want today and feel confident about their tomorrow.

Specialties: Peggy typically works with female practices (veterinarians, doctors and attorneys) and small business owners.

Quote: “You have been assigned this mountain so you can show others it can be moved.” — Unknown

Connect: Contact Peggy at peggy.haslach@thefinitygroup.com or at (503) 380-0041 or visit her website below!

Find Peggy Here:
https://www.thewsource.com/
https://thefinitygroup.com/


----------------------------------------------------


Female-identifying (or non-binary) and want to be a guest? Book here!

About Erin

Erin Keam is a Clarity & Confidence & Closet Coach with her own insightful, fun and unique Method developed from her years spent in media, retail, marketing, TV & film production, real estate, copywriting, sales., the self-development field and a passion for fashion.

This Method, which provides instant insights and lasting results helps you uncover your vision, create an action plan, gives you accountability and cherishes you along the way with cheerleading and celebration. You'll also discover your inner closet via exploring beloved possessions in your home to find personal themes and create a one-of-a-kind Style Statement. This "aha" experience will transform the way you get dressed and positively impact your closet, business, career and life as well as the way you show up IRL, on camera & social media.

To invest in a personalized strategy session click here (and you'll also find out more): https://bit.ly/ClarityAndCloset

Or go to my website, erinkeam.com.

You can also follow me on:
Facebook
Instagram
LinkedIn


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Support this podcast: https://anchor.fm/erin-keam/support

29 min