Financial Planning & Wealth Management for Women
Whether you’re married, divorced, widowed or happily single, you worry about being financially secure later in life. You strive for balance in living a comfortable life today while planning for the future. You would like to help children or grandchildren while not jeopardizing your own financial viability. Perhaps you have a parent, in-law or other family member that will need assistance as they age and you will be the primary care giver. In addition, you worry about your own longevity and how you will afford care as you age.
We will help you take control of your finances, from understanding basic financial concepts to 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.
You are not on this journey alone. Shakespeare is with you every step of the way, coaching, educating, cheering, supporting and advising you.