We can help bring some calm to the chaos and be your partner in sorting through what comes next.
We will be your guide by creating an actionable plan and continuing to update it every year as life changes.
We make sure both partners are involved and part of the process.
Why does our practice have a focus on serving women? Women have unique financial challenges, and historically the financial services industry has not served women well. We aim to change that.
Our process and environment work for many people. We work with many couples in addition to independent woman. We have a list of what we will and won't do to help ensure that all of our clients feel heard and prioritized.