Hello Ladies!

We have just re-launched DivaCFO and the 6D's: Be Prepared Not Scared!  This website is for anyone who wishes to join us in a non-threatening community to learn about personal finances that matter to you.  Whether you like it or not, it's time you take charge and become your own CFO! We are going to make this relevant to you, interactive, experiential, fresh and FUN!  

What are the 6Ds that you need to prepare ahead for?
Death  |  Divorce |  Disability  |  Disaster  |  Debt  |  Dementia 

(Shout out to my dear friend Susan Hirshman for the last D!) 

Yes, all bleak and we know any of these cause extreme emotional challenges so it's better to have your affairs in order well in advance. The time is NOW! Stop with the excuses that you hate math, or you delegated this to someone else because you prefer to cook or hike!  We all prefer to be doing something else but this just can't keep getting pushed down on your To Do list!

Join us either live at our Knowledge Circles in Naples, Florida or remotely via Webex. (Details to follow)  Our launch party is set for January 18th!  Sign up for our newsletter so you don't miss our latest, greatest advice. And if you have the advice to help others with, please post it on our blog found at our "If Only I knew" Corner.  (Another shout out to S2!) We want to hear from YOU!

We look forward to getting to know you better, learning from you, hearing your stories about your financial troubles and solutions, but most of all helping you become your own CFO!  

All the best, Susan and CWA team

Susan Joy Bruno, CPA/PFS, CFP®
Founder and Managing Partner

Beacon Wealth Consulting South, LLC
2430 Vanderbilt Beach Road
Ste 108-407
Naples, FL 34109


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 IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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