Financial Independence for Women
Financial planning, education, and guidance for women in transition.
Nearly two-thirds of women between the ages of 40 and 79 have experienced a major financial transition, according to AARP. These transitions range from marriage to divorce to widowhood; from getting that first job to retirement, re-entering the workforce or wealth stagnation due to caregiving responsibilities. We can help get you on track.
How We Can Help
- Comprehensive financial planning, including budgeting and prioritizing goals--such as paying off student loans or buying a house.
- Making sure your portfolio supports your long-term goals through investment management, including consulting on your retirement plan options at work.
- Making sure your portfolio supports your values through values-based investing.
- Protecting your family, yourself, your assets and your business through insurance.
- Helping you plan and prepare for educating children.
- Helping business owners protect their business, provide benefits to employees, or buy or sell a business.
- Making sure you have money to pay for the unexpected as well as ongoing expenses (such as your mortgage and student loans) through cash and income planning.
- Helping you leave a legacy for your loved ones and your preferred charities through estate planning
- Working closely with your other financial professionals, including your CPA and Estate Attorney, to ensure an efficient and coordinated approach.