Our Services

photo-page3-01Managing your money wisely means being knowledgeable about your options, and making informed decisions. We help women take charge of their financial lives by teaching them the basics of wealth management and how to use their money to work toward lifetime financial freedom.

If business or legal matters must be addressed, the first step is finding the right resources. In addition to providing women with financial advice, we often refer them to legal and accounting specialists – people that live up to my standards, professionals that we have handpicked and built professional relationships with.

If we tell you that we are independent financial planners, what does that mean to you?
It means that we don’t have to sell you company products. As a CERTIFIED FINANCIAL PLANNER™ practitioner, we can carefully select investments that we feel will benefit you, not the investments someone has told me to “push.” As a Certified Divorce Financial Analyst, we help divorcing women set realistic expectations, prevent financial mistakes and make crucial decisions.

You won’t get a sales pitch from us.  We’ll listen as you talk. If you’d like to talk to us, feel free to give us a call or send us an e-mail.

 

Click the image to download a pdf version

Click the image to download a pdf version