Tailored guidance

for lives in transition

Women often face different challenges when planning for the future than men do. Especially for newly single and widowed women, identifying which needs to address today while setting and working toward goals for tomorrow often seem like daunting or even insurmountable tasks.

Women also generally have longer life expectancies than men, yet, on average, earn less over their lifetimes – often because they spend time outside of the workforce raising children or caring for elderly parents.

Add to that the responsibility of raising a family or a sudden windfall – perhaps from an inheritance, legal settlement or other sudden-wealth event – and financial planning can feel even more frustrating and confusing.

There’s no reason to go it alone or make guesses regarding your finances. We’ll serve as trusted, knowledgeable partners in setting a truly customized course toward your future.