Widowed, Divorced, On Your Own
- You did not plan to be alone.
- You are alone and tasked with making all financial decisions.
- Maybe you've never done this before.
- As circumstances have changed, so have your needs.
Financial Independence for Professional Women
- You've worked really hard and created an amazing career.
- Your focus has been on your career - sometimes at the cost of taking care of yourself.
- You have not had the time to plan out your future.
Family "CFO" (Chief Family Officer)
- You are responsible for all of your family's financial decisions, large and small.
- You stay up nights hoping you're making the right decisions.
- Not just your husband and kids, but mom and dad too.
- You feel alone and could use some professional advice.
Generational Wealth Planning
- You want to pass your money to the next generation(s) in a responsble way.
- You want to share your wealth now, when your family may need it most, rather when you are gone.
- You want to pass along traditions and values as well as money.
Our Professionals
Our team approach offers a range of services to provide more benefits to our clients.
Caregiving
We understand the emotional, physical and financial toll of caring for a
loved one.