If you’re like the millions of women laying awake at night worrying about their financial situation, I have good news: You don’t have to be.
Once you find an advisor who can help you understand where you are now and where you’d like to go, you’ll have the answers you need to put an end to the questions rolling around in your head.
You’ve probably heard the term “Comprehensive Financial Planning” but aren’t sure what that means. It means that we’ll look at your entire financial picture to create a custom plan that allows you to live your life today while also planning for the future.
Here are some of the things we’ll tackle together:
That’s okay! Sometimes we just need to get a few questions answered or solve a specific problem; this can be taken care of through hourly consultations that require no obligation.
Some of the things my clients make appointments for are…
of women say money issues have negatively affected their mental health.