As a girl dad and being surrounded by many influential women in my life, I want to provide financial guidance for them as they’ve provided for me in countless other ways that have blessed me in my life. I acknowledge and appreciate women have individual financial profiles and needs. I want to ensure a brighter tomorrow for clients today as well as a brighter future for my daughters.  

Many women face particularly daunting money challenges during periods of financial transition — marriage, divorce, job loss, retirement, sending kids off to college, and other changes to their own or their family’s financial circumstances. You are not alone; We will be with you every step of the way. We want to experience this journey with you, advocate for your well-being, and educate you about your options.

Loss of Spouse 

You built a life together. Raised a family. Planned a future. Then suddenly you’re on your own. Now what? The death of a spouse is difficult at best. Once the funeral ends and the visitors leave, the grief can be staggering. Moving on feels overwhelming, if not impossible. By using compassion and expertise, we can help you make sound financial decisions after your loved one’s death. 

Divorce 

The emotions following a divorce can magnify the potential uncertainty of your financial position. Dozens of questions may arise such as: 

• How much should I spend each month? 
  
• Should I keep the house or sell it? 
  
• Are my investments allocated appropriately? 
  
• How do I provide for the current and future needs of my children? 
  
• Do I have the right insurance coverage? 
  
• What are my options when claiming Social Security? 
  

As a single earner there is a pull between the desire to be present with your family and the struggle of preserving and providing resources for the future. We come alongside you as a partner to guide you through the financial decision-making and to provide the accountability to stay the course for the long term.