Women Taking Charge of Their Finances

Many women seek our help when faced with various life events.Our clients are looking for a trusted relationship in order to enjoy more financial security and feel confident when experiencing the following kinds of life events:

  • Divorce or Separation
  • Empty Nest
  • Expecting or Adopting a Child
  • Health Concerns
  • Inherited Wealth or Investment Gain
  • Loss of a Loved One
  • Marriage
  • Retirement
  • Single Parenthood
  • Special Needs Planning

Getting Divorced


For more information, click here. 

Meet Lizzy

Loss of a Loved One

For more information, click here. 

Meet Mary Joan

Independent Women


Meet Barbara


  • Assistance to a Family Member
  • Business Planning
  • Buying or Selling a Home
  • Charitable Planning & Philanthropy
  • College Planning
Meet Annie

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.