Wealth Solutions Designed for Women By Women

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.

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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.

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Events - JUST FOR YOU

Join us for dinner or brunch

Our events are designed and prepared for women, by women.

During our intimate women's dinners and brunches, it is our number one priority to get to know those who attend and foster a sense of support and comradery among the group. We provide an overview of our five-pillar wealth program specifically tailored to the unique challenges that women face financially.

The Five Tenets of Our Planning Process

ESTATE AND LEGACY PLANNING

INCOME PLANNING

INVESTMENT PLANNING

TAX PLANNING

HEALTH & INSURANCE PLANNING

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Karyn Damschen

Karyn Damschen, never one to shy away from helping others, has committed herself to a life of community service for more than two decades.

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