Beth Kraszewski, CFP®,CDFA®,CLU®

Pioneer
DISC Type : sdi

President at Purposeful Wealth Advisors

Greater Chicago Area, United States

Overview

Beth Kraszewski is the President and Founder of Purposeful Wealth Advisors, with over 22 years of experience. A University of Nebraska-Lincoln alumna, she specializes in financial planning for major life transitions like divorce and retirement, holding a Certified Divorce Financial Analyst designation.

Describing herself as a "recovering Type A, " Beth is passionate about helping people live intentionally. She has recently explored more intuitive approaches to goal-setting, like creating her first vision board, to find paths that feel more aligned with her personal values.

Her compassion for clients going through divorce led her to earn a specialized Certified Divorce Financial Analyst (CDFA) designation to better serve them.

Personality Overview

Dynamic But Sincere

Driven But Considerate

Decisive But Friendly

They have the unique ability to win both love and respect from their team (or outsiders)  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed If they are convinced, they can become very strong champions for your product

Topics They Care About

Divorce Financial Planning
As a Certified Divorce Financial Analyst (CDFA), she has a unique passion for helping clients navigate the complexities of separation and marital settlement agreements.
Purposeful Wealth
Her firm's philosophy is empowering people to live abundantly by making meaningful and intentional decisions with their money, moving beyond spreadsheets to align finances with values.
Navigating Life Transitions
Her core expertise is guiding clients through the financial complexities of significant life events, specifically focusing on divorce, retirement, and widowhood.

Media Appearances

Beth Kraszewski - Purposeful Wealth Advisors - Keating - Forbes. Featured in Forbes

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Work History

1-2019
President at Purposeful Wealth Advisors
4-2008
Wealth Manager & Executive Vice President at Keating & Associates, Inc.
10-2005 - 5-2008
Financial Advisor at Northern Trust
2004 - 2005
Financial Planner at Ehlert Financial Group, Inc.
2000 - 2004
Financial Advisor Associate at INSPRO Insurance Agency

Education

1999 - 2004
Education from University of Nebraska-Lincoln

More Information

Social Presence :

Prographics :

Exp : 26 Location : Greater Chicago Area, United States Job Level : Leadership Designation : President at Purposeful Wealth Advisors
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Insights For Selling To Beth

During A Call Or A Meeting

DO's

  • Build a trustworthy relationship while keeping the product center-stage
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Ask them for a lunch or coffee once some rapport has been established

DONT's

  • Don’t be very informal during the early interactions even if they are being so themselves
  • Don’t hesitate from asking questions or pushing them, but take a formal approach
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Beth is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Beth

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Beth move?

  • They are generally fast movers and can take quick decisions
  • Can Beth take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Beth

Personality Compatibility


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