Financial Guidance for Women


Now more than ever, women are wearing multiple hats, both within the family structure and in the workplace. These roles often include caregiver, spouse, mother, employee, employer, professional, and executive — in varying degrees of time/life commitment. You may have not needed, or even chosen, to assume the role of financial decision maker. But now you find that you’re facing this added responsibility. Because of this, Financial Guidance for Women was created to support the financial security of:

Women in Transition

  • Divorce
  • Widow
  • Retirement
  • Inheritance

Women Business Leaders

  • Heads of companies
  • Entrepreneur
  • Professionals
  • Solopreneurs

The services we provide along the path include:

Financial Planning — For retirement savings, cash flow, social security, insurance, trusts, gifting, and estate management

Investment Management — Producing income and growth necessary to meet your financial needs, at your risk-tolerance level

Review and Reassessment — Gauging investment returns against expectations and current market conditions, knowing whether to take an alternative route or to stay the course.