June 9, 2020 by Bold Women of Richmond 2020
Angie Shay became a licensed financial advisor in 1989, but as she took off building her client base, the business became her identity, and she used it as a way to hide from a failing marriage.
After getting a divorce, God put her on a new track with her firm THE PATH Financial Strategies. As a Christian, Shay’s philosophy for life and business is to help clients develop sound financial futures through knowledge, integrity and trust. “We want to create powerful financial strategies that our clients understand, and empower them to live without fear of their future,” she says.
Shay and her team of six start by asking their clients’ goals, and then they work on a financial plan after examining estate-planning documents, insurance coverage, any wealth management plans and tax returns. “When you garner people’s trust, you’ve got to take the time to wear their shoes,” Shay says. “You can’t do adequate strategies or plans until you do that well.”