Women are Different
I understand that women’s needs are different:
• On average, women crave security, stability and financial clarity.
• On average, women earn less than men.
• On average, women pay more for certain items like haircuts and dry cleaning.
• On average, women tend to take the lead on caring for multiple generations from kids to aging parents.
• On average, women tend to live longer.
Let’s take what makes you unique and use it to your advantage. Let’s evaluate where you are and move you forward. Let’s dive into the process together so we can develop a financial plan that works for you. The conversation to start doesn't have to be scary. You never have to be alone on your financial journey again. I am here to help. Please reach out today for a free consultation.
Top Ten Things To Do Before You Consider a Divorce
- Gather important financial documents including bank statements and tax returns before you start the divorce process so things don’t get misplaced or hidden.
- Find out as much as you can about your total net worth. Use your phone and video record your home, including inside the drawers so that you can identify your personal property. Then make a list of things that are important for you to retain.
- Plan ahead so you have sufficient funds in case your spouse cuts you off financially.
- Start establishing credit in your own name. Find out your credit score.
- Learn about the different types of divorce: Traditional with Attorneys, Arbitration, and Mediation. Decide what is the best option for you and interview several professionals to find one that works well with you and your needs.
- Make a plan for your living situation. Review and set a budget for after the divorce.
- Review your health insurance coverage.
- Set up a support system for your emotional health. Take care of yourself. Have a plan in place for safety if Domestic Violence is a concern.
- Focus on your children and how to reduce the impact of divorce on their lives. Who is the primary caretaker? What will the custody or parenting plan look like?
- Change your passwords for security reasons.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
