Ongoing Financial Planning and Wealth Management
A partnership built on warmth, trust, and long-term connection.
This is your full-service financial partnership — a relationship rooted in understanding your values, your goals, and the life you’re creating now and in the future.
We provide continuous guidance, investment management, proactive planning, and support through every transition you face.
Perfect for:
Women who want a dedicated advisor by their side — not just during a transition, but through all the years that follow.
The Confidence Project
A focused 3 month financial planning engagement for women in transition.
This engagement is designed exactly for what you’re experiencing — a season of transition, uncertainty, or change. We help you get clear on what matters most, understand where you are today, and map out your next steps with confidence and direction.
Perfect for women navigating:
• Divorce
• Loss or widowhood
• Career changes
• Retirement transitions
• Life chapters that require clarity before moving forward
When our work is complete, you’ll have a clear path forward that you can implement confidently. Some transitions do require extended engagements, and those are available on an as-needed basis.
