Fee-Only Financial Planning for Women
Whether you’re married, divorced, widowed, or happily single, you probably worry about being financially secure later in life. You're not alone. Many of our female clients experienced one or more of the following circumstances before contacting us:
- Striving for the right balance of living a comfortable life today while planning for your future.
- Wanting to help out children or grandchildren while not jeopardizing their own financial viability.
- Being the primary caregiver for a parent or other family member who would need assistance as they age.
- Worrying about their own longevity and how they would afford care as they age.
Whatever the case, our financial advisors understand women's financial planning issues and are here to help.
Financial Planning Made Easy
We'll help you take control of your finances, from understanding basic financial concepts to creating a financial plan to discussing sophisticated planning strategies. We’ll walk you through a comprehensive educational program that gives you the knowledge, skills, and confidence to take control of your finances.
A Shakespeare Advisor with You Every Step of the Way
You're not alone on this journey. We specialize in wealth management and financial planning for women and we pride ourselves on being with you every step of the way. Our financial advisors will do what they do best: educate, coach, support, advise, and cheer you on.
A because we're a fee-only firm, you know we only keep your best interests in mind.