I am a widow
80% of women will experience the loss of their spouse at some point in their lifetime. Learn how we help our clients plan for, cope with, and manage the complexities of being widowed so that you can focus on what matters most...you.
I am retiring soon
As you are nearing retirement, there are specific things that should be addressed and organized in order to encourage a smooth transition to this next chapter of your life. Discover what you need to plan for 15, 10, and 5 years before your retirement.
I want a planning partner
Delegating is difficult, but sometimes it is the best way to make room for what makes you happy. If you want to know what it means to work with a partner for your financial and life planning, schedule a complimentary discovery meeting with us. We want to help you get organized.
I am recently divorced
Going through a divorce is, for many women, very challenging, both emotionally and financially. A woman's standard of living falls an average of 27% after a divorce. With that kind of statistic, it is imperative that you have a support system to help you plan for success and a confident and independent future. Meet our caring team.