Who We Serve

The majority of clients we work with fall into the following groups:

  • Women who need help managing their financial affairs through life issues such as:
    • Divorce
    • Loss of a spouse
    • Job loss or career change
    • Retirement
    • Inheritance
  • Busy professionals who have been saving for their future and are now in need of a more fine-tuned financial plan to take them to the next level.
  • Individuals and couples who are approaching retirement and want to make sure there are no surprises.

We specialize in building long-term relationships with clients and may be the right fit for you if:

  • You would value a financial plan that includes retirement planning, investments, insurance, estate planning, and taxes.
  • You would value having your portfolio professionally managed because you do not have the time or interest to manage it yourself.
  • You are open to a long-term partnership with a financial planner. While you would be free to end our working relationship at any time, we prefer partnering with our clients for many years to help them manage their evolving financial circumstances.
  • You have high integrity, communicate well, and are fun to work with.
  • You prefer a professional, yet relaxed, setting.

Have questions? Let us know!
Learn more about how I can help you pursue your financial goals. Request a complimentary Discovery Meeting Consultation.