OUTSTANDING WOMEN
Donna Sowa Allard , , CFP , AIF ®, AIF ®
Certified CERTIFIED Financial FINANCIAL Planner PLANNER ™ Professional
Sowa Financial Group , Inc .
24 Albion Road , Suite 340 Lincoln , RI 02865 401-434-8090 sowafinancial . com
DONNA SOWA ALLARD GUIDES HER CLIENTS TO
Donna formulate Sowa long Allard term , CFP goals ®, , AIF and ® put has them spent on the the better path part to of two achieve decades their helping goals through clients build planning and and preserve investing their . Her wealth by days developing include client an understanding meetings , portfolio of the reviews values that , research drive
and planning them for , clients and the and unique she spends challenges some they time face each . “ day Financial reading- Planning there is so always much to begins learned with discovering , and so many the perspectives right questions to consider to be !
asking Donna ," she became says . a “ These Certified will ultimately Financial lead Planner to the ™ answers professional that form the because building she has blocks always of your felt a plan calling .” toward education , and was
inspired by the work she saw her father doing . To be an effective Sowa financial Financial planner Group we must , founded educate by clients her father about , Don how Sowa to make , is one their of the
longest-standing money work for them independent , and the investment impact of advisory their decisions practices on their in Rhode Island future ,. and Donna has set her focus on preserving his legacy while adapting Donna ’ the s job firm gives to serve her the the opportunity evolving needs to help of investors people in . “ a Today way that ’ s retirees has both carry immediate a diverse and set long of needs term effects and expectations their life ,". Making she says . " We ' re finding thoughtful more and more people seeking early retirement , or a custom transition decisions now plan can that mean allows having them more the flexibility choices about to work how when , when they and want while where enjoying to retire , the and lifestyle the legacy that you they leave choose to .” future Donna generations can be found of your as a frequent family . It contributor also allows on her local to earn news a , living and as with a host flexibility of the , popular which means radio show I can be and present podcast for , Don my family Sowa ’ s when MoneyTalk it matters , where most she . Contact shares Donna her
insights to help plan on the your world financial of money future and . finance with the local community .
Securities offered through Commonwealth Financial Network ® , member FINRA / SIPC , a Registered Securities offered Investment through Adviser Commonwealth . Fixed insurance Financial products Netowrk and ®, member services FINRA and advisory . org / SIPC services . org . offered Sowa Financial by Sowa Group Financial , Inc . is Group a Registered , a Registered Investment Investment Advisor . Adviser Advisory , are services separate offered and through unrelated Sowa Financial to Commonwealth Group , Inc . are . separate and unrelated to Commonwealth .
onna Ann-Marie Sowa Goddard
Allard , CFP , AIF
Certified Director of Financial Design & Planner Project Management
Sowa Exodus Financial Design and Group Construction , Inc .
Berkshire Bank . Member FDIC
351 Liberty Lane , Suite P16 West Kingston , RI 02892 401-295-430 exodusri . com
DONNA SOWA ALLARD GUIDES HER CLIENTS TO
My formulate husband long Chris term and goals I , have and been put them building on the our path business for nearly nineteen years , living and working in the to achieve their goals through planning and investing . Her days coastal include communities client meetings of southern , portfolio Rhode reviews Island , research . I work
closely with clients from concept to completion — and planning for clients and she spends some time each day readinghelping with design , engineering , construction and installations — there is so much to be learned , and so many perspectives to consider ! until the end product is a perfect home . No two homes we design and Donna became a Certified Financial Planner ™ professional build are the same . We make sure the houses we design and build are because she has always felt a calling toward education , and was done with the client in mind . inspired by the work she saw her father doing . To be an effective financial planner we must educate clients about how to make their Our kitchen and bath showroom features an interior design boutique money work for them , and the impact of their decisions on their with everything from lighting , plumbing fixtures , cabinetry , flooring , future . countertops and more , so our clients can get everything done under
Donna ’ s job gives her the opportunity to help people in a way that one roof with one team . has both immediate and long term effects on their life . Making thoughtful Together we have worked on hundreds of projects , and the goal is decisions now can mean having more choices about how , when and always for the finished homes to reflect the style of the clients . We can where to retire , and the legacy you leave to future generations of your do that because we take the time to get to know our clients and their family . It also allows her to earn a living with flexibility , which means families and lifestyles — we get to know what is important to them I can be present for my family when it matters most . Contact Donna and create a home that perfectly suits their needs . to help plan your financial future .
RHODE ISLAND MONTHLY l MARCH 2023 109