07. Setting yourself up for Financial Success as an OBM, interview with Jessica Tomac

In this episode, we are bringing you an EXPERT in helping women transition from corporate to starting their own businesses. Jessica Tomac, Certified Financial Advisor, will share how to:  Set yourself up for financial success before starting your OBM business  How to ensure your $ are in order if you have already started  How to ensure your retirement is in order and loooooots more.   Prowess Project Links What is an OBM? Resources Get Trained as an Online Business Manager How Prowess Project Job Matching Works   And learn more about Jessica, here:  edwardjones.com/jessica-tomac As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we will determine appropriate financial strategies for you. In 2013, I began my career as a financial advisor. I became a limited partner with Edward Jones in 2018. I believe in the spirit of giving back and have held numerous leadership roles with Edward Jones, including field trainer, diversity inclusion specialist and mentor, as well as having completed three asset-sharing programs. I earned my bachelor's degree in finance from Adrian College. I earned the AAMS® professional designation in 2017. The AAMS® designation represents an individual's ability to apply financial planning knowledge to client-specific situations in the areas of asset management. I earned the CFP® professional designation in 2019. The CFP® designation represents an individual's ability to apply financial planning knowledge to client-specific situations in the areas of taxes, insurance, estate planning and retirement. I earned the ChFC® professional designation in 2020. The ChFC® requires additional knowledge in tax and retirement planning, special needs advising, wealth management and insurance. I have lived in the community almost 20 years. I love being able to serve and make a difference. A special passion of mine is helping widows, divorced women and single women understand where they have their money, what it is doing for them now and what they can expect in the future. I believe investments should be tailored to your needs and not based on generic guidelines for someone your age or at your stage of life. We offer investment solutions tailored to all your financial goals.