Your path to financial confidence begins here.
As financial advisors serving women, we believe in an approach as unique as you are. We tailor our process to you, and set you up for success, the way you define it. The first step is to get to know you and develop a deep appreciation for what’s important to you and what you value. We’ll help you gain a clear sense of where you are now, where you want to go—and we’ll do the hard work it takes to create a plan to get you there.
You will benefit from realistic, objective advice that is tailored to your personal financial situation.
Whether you’re saving for retirement, tackling the dynamics of money in relationships, or healing from the death of your partner, now is the time to start. Let's start planning your financial future today!
Our approach is designed to adapt and grow with you.
We strive to take the stress out of planning for your future by explaining the complex financial world in a way that's simple and relatable. We help build, preserve and manage your wealth.
Your financial plan is a dynamic view of your financial life that rotates around the nucleus of you and your core values. We understand your goals and we know the strategies that will help you reach them. Let's start planning your financial future today! Learn more about our process below.
Discover
Tell us your story of where you have been, where you are today and where you want to be.
Why do you need a great financial advisor—or a better one? Why now? What’s going on with you—has there been a change in your life? What’s the life you’d like to maintain, reach, or achieve? We’ll get clarity on your current comfort levels, your relationships, and your philanthropic interests.
We’ll explore what “success” looks like and what kind of legacy you want to leave.
Goals
Once we have gained an understanding of your current financial landscape, our next step is to help you articulate your goals and priorities. While some women come to us with very specific goals in mind, others have no idea where to begin. Do you need help organizing your financial documents? Maybe you don’t know where to find them. Whatever your situation is, we have your back.
We want you to be comfortable opening up and sharing your true concerns so that we can answer your important questions.
Together, we’ll plan for a bright financial future.
Plan
We’ll design a personalized plan tailored to your needs and goals and set you up for success the way you’ve defined it. Your financial plan is presented as a consolidated, dynamic view of your financial life. Wealth to Women wants you to feel great about your financial security, achieve wonderful things in life, and live as large as you want to live.
We’ll set you up for success the way you’ve defined it.
Secure
Life is unpredictable. After establishing your course of action, we continue to review, monitor, and update your plan to ensure it keeps working for you through all of life’s changes. We stay abreast of what’s ahead and proactively make recommendations to help drive progress toward your objectives, helping you remain equipped for the challenges of tomorrow.