mission statement

To provide confidence, safety and security for women facing transitional life events so that they can have a trusted financial partner to guide them to the otherside of the transition without having to do it all alone.

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Dream Retirement:

The Challenge

Will my money last my lifetime?
Will I be able to do all the things I’ve dreamed of doing in retirement?
Can I retire now before Social Security age?

The Approach

A trusted partner with a woman’s approach.
Provide guidance and support educating in simple terms.
Organize assets and explain how they all work together.
Simplify the number of accounts where applicable.
Modeling taxes today and in the future, looking for tax minimization techniques.
Essential Estate documents in place.

The Result

Financial modeling to determine if assets last to retire and fund what matters most.
Determining if “retire now” is possible.
Modeling retirement to include future financial challenges (social security & Medicare) along with dream travel and charitable goals.
Model potential taxes over a 30-year life span to determine if periodic Roth conversions will lower taxes over time frame before receiving Social Security and reaching RMD age.
Estate documents executed and integrated with the financial plan.
Create an income stream to fund the first few years of retirement before Medicare and Social Security begin.

I’m alone and not sure how to invest my money

The Challenge

My spouse handled all the finances.
I’m alone and not sure how to manage my money.
I’m afraid to make a financial mistake.
I don’t understand what investments I have.
Am I paying too much in taxes?
What if I have a long-term health scare?
Will there be anything left for my children?

The Approach

Provide guidance and support educating in simple terms.
Organize assets and explain how they all work together.
Simplify the number of accounts where applicable.
Modeling taxes today and in the future, looking for tax minimization techniques.
Essential Estate documents in place.
Asset location for tax efficiency.

The Result

I have a financial plan that I understand.
My plan models a cash flow timeline that includes future challenges (health scare & legacy for children, retirement wants).
I feel that my assets are organized, I understand their role and are tax efficient.
I understand how my asset allocation is targeted to my risk.
When I’m ready to withdraw, I have a plan on which buckets to take from.

Receiving an inheritance:

The Challenge

I’m overwhelmed with the complexity of my inheritance.
I’m not sure how to invest my inheritance.
I need a financial plan that I understand.
Am I paying too much in taxes?
How do I protect what goes to my children?

The Approach

Provide guidance and support educating in simple terms.
Education on financial topics.
A safe space to address your fears and concerns.
Organize assets and explain how they all work together.
Simplify the number of accounts where applicable.
Modeling taxes today and in the future, looking for tax minimization techniques.
Essential Estate documents in place.
Asset location for tax efficiency.

The Result

I have a financial plan that is simple to understand.
My financial plan shows cash flow timeline that includes future challenges (health scare & legacy for children, retirement wants).
I’ve organized and simplified my assets.
I understand how my asset allocation is tied to my tolerance for risk.
My assets are located for tax efficiency.
Estate Documents executed with some protections for my kids legacy.