Broker Check

Did you know that 90% of all women will be solely responsible for their finances at some point in their lives?* 

We do, and we can help. 

We are passionate about helping other women feel empowered and in control of their finances. Creating a personalized financial plan is the cornerstone of our relationship with you and we use it to determine a path to help get you where you want to be. This plan considers the many situations a woman may encounter during her life such as: starting or managing her own business, divorce, bereavement, and caregiving of elderly parents. 

Through a supportive, collaborative relationship, we can help you pursue your financial dreams and feel confident that you are headed in the right direction. 


Divorce 

Divorce is one of the most emotionally and financially challenging times in a woman’s life. She may have left management of the family finances up to her spouse and now finds herself shouldering the responsibility. She may need to return to the workforce after a hiatus. The division of assets, maintenance of two households, loss of a stream of income, and adjusting to a new way of life are all sources of enormous stress. 

 

Bereavement 

Women have longer life spans than men. As a result of this disparity, most widows are women (77% as of 2018!). The passing of a spouse can cause income to decline, expenses to increase, and the taking on of new responsibilities. Partnering with a financial advisor can help you traverse the uncertainty of bereavement or work with you to prepare for the possibility of widowhood. 

 

Caregiving/Trustees 

Oftentimes, women become the caregivers for their elderly parents. Caregiving is exhausting as well as expensive. She may be the financial power of attorney or the trustee that is responsible for making financial decisions on behalf of her parent(s) and managing their investment portfolio. Crafting a financial plan can help answer questions like: how much can we afford to spend on care? What and what type of insurance resources and assets are available? What government programs are available? 

 

Business Owners 

Women are powerful. Business owners juggle many different things at the same time. She needs a team of professionals to help her save for her future, be IRS compliant, and cover both personal and professional risks. Let us do the heavy lifting so that you can focus on the important work of creating new business. 
 

 



* "Five Reason's Women are Taking the Lead in Financial Planning". Choi, Daniel. Forbes Magazine. 08/08/2017. 

11/19