Plans fail for lack of counsel, but with many advisors they succeed. -Proverbs 15:22

We enjoy helping couples who want to ensure their spouse feels comfortable and safe with the plan they have created during, through and after a life transition.  Many couples/husbands come to us knowing the likelihood his wife & partner will outlive him and would like to make sure she is comfortable with moving forward after his passing.   He usually is the one who has been managing the finances or working with the investment professional.   He wants to make sure that his wife is going to have an advisor that will respect her, listen to her and really do the right thing for her after he is gone.

Most of our Clients Fall into 3 Diverse Groups:

*Successful Couples
*Single Women After Widowhood or Divorce
*Families Who Want to Leave a Legacy

                                        Please Email to set you your 90 Minute Complementary Consultation.

Why Women?  We respect women and have and rely on our natural ability to make women and their loved ones feel comfortable.

Our team builds relationships, motivates and empowers clients- primarily women, and families to feel comfortable managing their financial lives, especially during and after times of significant change and transition.

  • The loss of a loved one
  • Divorce
  • Retirement
  • Career change

We can also help you with your other wealth management goals, including planning for children’s and grandchildren’s higher education, starting a business and transferring wealth to future generations.

How We Help Women:

Many bright, outgoing, faith-based women have come to us lacking the knowledge and confidence to comfortably manage their own financial affairs. Many of these women we help have supportive and encouraging husbands and loved ones.  We realized they needed more than wealth management advice – so we developed an encouraging and fun environment where they could learn about planning and investing and gain the confidence to make smart financial decisions. As a result, they have become more engaged, informed and excited about their future.

Addressing Women's Wealth Management Needs

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