Fee-Only Financial Planning for Women
Whether you’re married, divorced, widowed or happily single, you may worry about being financially secure later in life. You strive for the right balance of living a comfortable life today while planning for your future. You'd like to help out your children or grandchildren while not jeopardizing your own financial viability. Perhaps you have a parent or other family member that will need assistance as they age and you will be their primary care giver. You might also 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. We are with you every step of the way, coaching, educating, supporting, advising and cheering you on.