For women of any age, financial planning is an area that is often overlooked. In some cases, a spouse or partner has handled this area in the past. In others, juggling a career and a family has forced financial planning to the back burner. Founded and directed by female advisors working in a traditionally male profession, we take a personal focus on helping women take charge of their own financial path—no matter their circumstances.

For the recently widowed, losing your spouse is an extremely difficult and traumatic event. Aside from the emotional impact of your loss, you must deal with a plethora of legal and financial challenges. Our team provides immediate guidance and assistance to help ensure your financial stability in the moment, as well as long-term planning to help give you comfort and contentment far into the future. Our services in this area include:

  • Locating financial and legal documents.
  • Coordinating the efforts of your attorney, your CPA®, and other business professionals.
  • Understanding how much cash you have on hand and structuring your cash flow to provide consistent income moving forward.
  • Transferring assets as appropriate to minimize taxation and help protect your financial future.
  • Building a solid financial plan that leverages your assets, minimizes taxation, and puts you on a path toward a secure future.