Vicki Lilley


Financial Advisor

Financial Planning for Women • Divorce Financial Planning • Retirement Planning

State(s) Licensed:   FL, NC, NJ, PA, SC, VA

Phone 267-347-3477

101 N. 5th St., Ste C
Perkasie, PA 18944

Vicki Lilley

Financial Planning for Women • Divorce Financial Planning • Retirement Planning

State(s) Licensed:   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 personalized to you, your goals and is centered around your values. The plans we design encompass all areas of your financial life including managing your cashflow and debt, insurance, investments, tax planning, retirement planning, estate planning, and charitable giving. We learn about your goals and what is (and isn't) important to you, then we give you a roadmap and serve as your GPS along the way. Our goal is to take the fear of money off the table and to help you make wise financial decisions that position you for long-term success.

Helping women with their finances is a passion of mine. Women often face unique financial challenges, such as wage gaps, longer lifespans, and higher costs of health care. With the right strategies and a comprehensive plan, we can create a secure financial future and reach our financial goals. Financial planning for women includes budgeting, goal setting, and investing, as well as education on retirement planning and insurance. I am blessed and honored to be in a position to help women have confidence in their financial future.

Divorce Financial Planning

As a Certified Divorce Financial Analyst®, I am skilled in analyzing and providing expertise related to the financial issues of divorce. When life changes, it creates uncertainty and fear which makes is hard to move forward. You need to take care of yourself and your family and that involves many factors – these can be emotional, physical, spiritual and financial. When you don’t know what tomorrow looks like, I am here to guide you with expert advice and understanding.


As you are going through the divorce process, I am able to advise you and your attorney on the long-term financial impact and consequences of proposed divorce settlements. Sometimes a settlement may seem fair today, but is not at all equitable in the long run. I help you understand why that may be the case and offer alternatives.

As a first step, I can provide you with an initial one hour consultation, with no obligation and no cost. The time we spend together will help me to understand as much as possible about your situation, answer any questions you have about me and my services, and enable you to develop a better understanding of the financial issues in your case. Divorce financial analysis services are provided on a flat-fee basis. I do not work hourly, so you don't need to be afraid to email or call me to ask questions as we work together on your case.

Meeting Options:

Virtual - Zoom

Main office - 101 N. 5th St, Perkasie

Monarch Works Studio, 1094 Second St Pike, Richboro

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A photo of our office

Perkasie Office



By appointment

Richboro Office


M – F: 9 a.m. – 5 p.m.