Stacey Frank, Vice President, and our team of advisorshelp women understand their finances andcreate holistic plans for their future.
It’s time to demystify the investment process and focus on the simple truths that matter.
Women have unique financial needs in different life stages, from accumulating wealth to retiring, to widowhood. In fact, many women are “double inheritors” of their parents’ and spouse’s wealth. A full 80% of American women will be solely responsible for their personal finances at some point in their lives. (New York Life). Our team’s mission is to empower women financially through each life stage.
We are grandparents, parents, spouses, sisters, and daughters. We are business owners, entrepreneurs, teachers, and students. We are your sounding board.Our team brings real-world experience of investments and financial planning to the table. We are knowledgeable about investing, take time to understand your needs, and speak in plain language, not industry jargon.
Women’s economic influence is rising to new levels, and women are important drivers of wealth and income for our families. We tend to invest less than men, even though we tend to save more. This can create disparity in long-term financial outcomes.
In 2020, $21tWomen-controlledwealth in North America.BMO Wealth Report
Personal Wealth in the U.S. controlled by women.BMO Wealth Report
Inter-generational wealth setto be inherited by womenover the next 40 years. Forbes
Our goal is to give you peace of mind after the death of a loved one, so that you can rest assured that your finances are in good order.
Divorce impacts every aspect of life, ranging from parenting to living to financial arrangements.
Align your money with your values, goals and relationships and bring peace of mind.
Be confident and keep your independence, dignity and lifestyle for the rest of your life.
Teaching younger generations financial stewardship, transferring values and stories, ensuring a financial legacy.
Make an impact beyond your family, helping our community and the world at large.
Purposeful planning, help with the emotional dimensions of money, and more.
Deciding whether or not to buy LTC insurance, having a plan in place for the end of life.
College and private education planning, for yourself, your kids and grandkids.
An initial conversation is always complimentary. We are often told that our discovery process is the best conversation about money a person has ever had.
Our financial planners guide our clients through the infinite maze of investments, taxes, budgeting, saving, estate planning, college planning, all types of insurance questions, and other planning issues.
We offer a broad array of events that broaden our knowledge and experiences.