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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’re headed in the right direction.

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