Meeting the Unique Financial Planning Needs of Women.

You make plans. And then life happens. Enter: Financial Planning for Women

As a result of a Life Transition (divorce, death of a spouse, or marriage) or Career Transition (job promotion, job loss, or starting a business) or perhaps just being the CFO of the household, more than likely you’re looking for a financial advisor that can provide professional guidance without all the industry jargon and confusion. And what you’d like is a financial plan that supports your life and not the other way around. We can help.

It all begins with a meaningful financial planning conversation.

We’ll discuss what’s important to you and identify the values and priorities in your life. Once we know that, we can begin to build your financial plan. And because your financial plan is based on your unique values and priorities, we can tune out all the financial noise on a day to day basis and spend more time on the important relationships in your life.

Once your plan is in place, we’ll meet periodically to review your plan and your life to see what’s changed. As long as nothing has changed and we’re meeting your goals, we might only make small changes or perhaps no changes at all.

But then life happens.

As your life goals or circumstances change we might need to give your financial plan a refresh. That’s why we’ll regularly review both your life and your financial plan to make sure they’re aligned to support you and what you’re trying to achieve. This doesn’t have to be complicated. In fact it can be fun… and empowering for you.

By now you’ve seen that our focus on helping women build a financial plan around their life is unique. If this sounds like an approach you would like to discuss, I invite you to request a time to talk. Let’s start with a meaningful discussion about your life. I look forward to meeting you.

Next step: Let’s have that conversation. Send us a message and we’ll schedule a time to talk.