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For Women & Their Families

Our Services - Financial Planning


Women in Transition and Managing Lifestyle Changes

Many women will be solely responsible for their finances at different points in their lives. Whether you’re just starting out all the way through retirement we bring a unique perspective to financial planning. Our goal is to understand where you are now and where you want to be when faced with life’s expected and unexpected financial challenges.

Marriage

We ensure that partners are on the same page financially as they merge their assets.

Having Children

We help address the financial decisions and responsibilities of parenthood

An Aging Parent

  • The cost of elder care continues to rise and can often be catastrophic, whether care is delivered at home or in a facility.
  • We balance your immediate needs taking into account your own future retirement needs.

Loss of a Spouse

  • Working together, we help you take the important financial steps to get you through this and provide guidance for your financial future

Career Change

  • When you’ve settled into a new job, you need to make decisions regarding your old 401(k) or IRA. We will help determine appropriate options and advise how to invest the funds.

Changing Insurance Needs

  • With access to a wide array of insurance products, we can determine the type of coverage you need to protect your assets

Preparing for Retirement

  • Retiring is a big step. Our goal is to help you plan and adjust your investments for the next chapter of your life.
  • Typically, people planning for retirement are more focused on preserving wealth and creating a steady income stream.
  • With this in mind, we will help determine when you may be able to retire and offer advice and education on Social Security, IRA rollovers, and the other complex financial aspects of retirement
  • In addition, we will review and analyze the factors affecting your financial situation once you decide to retire and will recommend how to adjust and reallocate your portfolio to give you the lifestyle you have worked so hard to achieve.

Estate Planning

  • Many people want to leave a legacy for their family but don’t realize that an estate plan is critical for ensuring one’s wishes are carried out. We will help identify how you want to pass on your assets, and who will receive what, when and how.