About Patricia Brady
Financial Counselor, CPA
Financial Transitions
Trish is a highly skilled C.P.A. with over two decades of financial expertise in working with a wide range of clients, from individuals to businesses. She’s dedicated to helping people whose financial lives are in transition because of marriage, children, divorce, job changes, or an inability to manage money. Trish integrates her financial skills with her keen intuitive awareness, enabling her to connect with her clients. As a result they transform their fears, anxieties and misguided beliefs regarding money into financial peace of mind and emotional well being.
Trish has extensive knowledge on how to help business owners gain clarity with their financial situation. She can provide tools to enable them to reach their financial goals and their earning potential. She has worked with a wide variety of clients such as retail, manufacturing, construction and professional service businesses.
Her approach is supportive, compassionate, direct and non-judgmental. She is also skilled in coaching couples on how to work together to achieve their financial objectives. Her office is in Corte Madera, CA and she offers telephone counseling nationwide. If you would like to set up a free, no-obligation consultation with Trish, please contact her at 415-924-3087 or by e-mail at pbrady@financialtransitions.biz.
How Financial Counseling Helped Patricia
Trish’s life experiences encompass the anguish of not having enough money to meet her monthly obligations, the shame of being in a chronic cycle of debiting and refinancing, and a divorce with the challenges associated with creating a new financial life. Her turning point came when she sought help from a financial counselor. She emerged from financial counseling with new awareness and a strong desire to help others overcome similar difficulties.
She says: “When I visited a financial counselor I was able to organize, prioritize my financial situation and overcome the resistance I had towards taking steps to financial health. Little did I know that by achieving this milestone I would then be able to reach my highest life’s goals.”
Testimonials
"Trish has given my husband and me peace of mind in regards to our finances. We are both on the same page and work together on financial decisions. We are realistic about our spending plan and how much we have to work with.
Personally, I feel like we have accomplished so much over a short period of time. I no longer fear we won’t have enough and I enjoy working on our spending plan. I no longer feel guilty when I spend money. I know how much I have to spend based on our monthly spending plan so I stick with the plan. "
“Financial consultants help you think about how you spend, where you can save and when to invest. Trish Brady looked at my options and offered objective advice on how to make good choices. She finds your most direct path to success and takes you there.”
– Beth Yancy
Founder Owner
Heaven & Earth Healing Arts