Products and services. Aligned with your priorities.
Women are Different
I understand that women are different:
- On average, women earn less than men.
- On average, women pay more for certain items, such as hair styling, clothing, and dry cleaning.
- On average, women take the lead in caring for multiple family generations, from children to aging parents.
- On average, women live longer.
- On average, women value security, stability, and financial clarity.
Let's take what makes you different and use it to your advantage. Let's evaluate where you are now, and move you forward. Let's dive into the process together, so we can develop a financial plan that works for you. Schedule an appointment 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 important information does not get lost or misplaced.
- Find out as much as you can about your total net worth. Use your phone to make a video inventory of your home, including inside drawers, so that you can identify your personal property. Then make a list of things that are important for you to retain.
- Plan ahead to have sufficient funds available in case your spouse cuts you off financially.
- Start establishing credit in your own name, and find out your credit score.
- Learn about the different types of divorce: Traditional (with attorneys), Arbitration, and Mediation. Decide which is the best option for you, then interview several professionals to find one that works well for you and your needs.
- Make a plan for your living situation, and review and set a budget for after the divorce.
- Review your health insurance coverage.
- Establish a support system for your emotional health. Take care of yourself. Have a plan 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?
- For security, change your passwords.
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.
