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Sheilla Vidal
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Overview
$1,000+
Min Project Size
$50 - $99/hr
Avg Hourly Rate
2022
Year Founded
ABOUT SHEILLA VIDAL
Financial Planning With Heart for Women Profession
Offers financial advisory services.
Languages Spoken
English
HIGHLIGHTS
$1,000+
Min Project Size
$50 - $99/hr
Avg Hourly Rate
2022
Year Founded
Services
Focus
Industries
Clients
Services Provided
100% Financial Planning
About the Team
OUR STORY
Established by an immigrant who began her career as a Physical Therapist, our company embodies a unique blend of healthcare insight and financial expertise. Experiencing firsthand the financial hardships tied to illness and economic downturns, our founder committed to mastering financial planning, especially to protect her family after personal losses. Our mission is to empower immigrant women, caregivers, and healthcare professionals by providing tailored financial guidance that addresses life's uncertainties, including illness, early death, or longevity. Recognizing the distinct challenges women face in asset accumulation, we emphasize knowledge-sharing and personalized planning. Certified as a Retirement Income Certified Professional, our founder offers compassionate, flexible, and diligent support, striving to help clients achieve financial freedom, peace of mind, and a dignified life.
Projects & Clients
Project Size & Rate
Minimum Project Size
$1,000+
Average Hourly Rate
$50 - $99/hr