Vicki Lilley
FIC, CDFA®, BFA™
Financial Planning for Women • Divorce Financial Planning • Retirement Planning
State(s) Licensed: DC, FL, NC, NJ, PA, SC, VA
101 N. 5th St., Ste C
Perkasie, PA 18944
Financial Planning for Women • Divorce Financial Planning • Retirement Planning
State(s) Licensed: DC, FL, NC, NJ, PA, SC, VA
I'm passionate about helping people, especially women, plan for their financial future.
When you work with our team, we create a plan that is tailored to your unique goals and values. Our approach covers every aspect of your financial life, including managing cash flow and debt, insurance, investments, tax planning, retirement planning, estate planning, and charitable giving. We take the time to understand what matters most to you and craft a personalized roadmap, serving as your guide every step of the way. Our goal is to remove the stress and fear around money, helping you make confident financial decisions that support long-term success.
Supporting women in their financial journeys is a passion of mine. Women often encounter unique financial challenges, such as wage gaps, longer life expectancies, and higher healthcare costs. By using thoughtful strategies and a comprehensive plan, we can build a secure financial future that aligns with your goals. Financial planning for women includes everything from budgeting and investing to retirement and insurance education. I am honored to help women, and individuals of all backgrounds, gain confidence in their financial futures.
Divorce Financial Planning
As a Certified Divorce Financial Analyst®, I specialize in analyzing and providing expertise on the financial complexities of divorce. Life transitions, such as divorce or separation, can bring uncertainty and fear, making it challenging to move forward. Caring for yourself and your loved ones during this time involves many aspects—emotional, physical, spiritual, and financial. When the future feels unclear, I am here to offer expert advice with compassion and understanding, no matter your background or relationship structure.
Throughout the divorce or separation process, I work closely with you and your attorney to assess the long-term financial impact of proposed settlements. While a settlement may seem fair in the short term, it might not be equitable in the long run. I help you understand why that might be and present alternative solutions to protect your financial future.
As a first step, I offer a complimentary, no-obligation one-hour consultation. This time allows me to understand your unique situation, answer any questions you have about my services, and help you gain a clearer picture of the financial issues at hand. My divorce financial analysis services are offered on a flat-fee basis, ensuring you can freely reach out to me with questions as we navigate your case together.
Meeting Options:
Virtual - Zoom
Main office - 101 N. 5th St, Perkasie
Monarch Works Studio, 1094 Second St Pike, Richboro
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