Meet Your Financial Advisor
I’m a financial planner who helps women running service-based and online businesses feel confident and in control of their finances.
Hi, I’m Marissa Beatty, CFP®. My mission is to make financial planning feel approachable, personal, and aligned with the life you want to build. I know what it’s like to run a business, chase big goals, and be the CEO of my finances. My approach combines education, clarity, and compassion so my clients can understand their numbers, simplify their decisions, and create more freedom in both life and business. My goal is to ensure every woman I work with feels supported, informed, and empowered to make financial choices.
Explore what it’s like to work together through my 7-step process, understanding the investment required, and the commitment it takes to achieve results.
Looking to take control of your finances? Inside the blog, you’ll find practical financial tips, smart money-making advice, and expert strategies to help you grow.