Women & Wealth

Tailored financial guidance for women facing pivotal life challenges.

The Longevity Factor

Women typically outlive men by about six years. This extended lifespan can increase expenses, particularly in housing and healthcare.

The Caregiving Factor

Two-thirds of women undertake caregiving roles—whether pausing careers for children, tending to aging parents, or supporting family. These factors impact long-term financial health.

The Wage Gap Factor

The disparity in earnings impacts women's savings and lifetime earning potential. This affects Social Security, pension benefits, and even financial literacy.

Women in Transformation

A financial planning program crafted to equip women with the knowledge, tools, and support they need to transform financial uncertainty into opportunities for growth and security.

Widowhood

Compassionate Financial Counseling

Immediate support to manage estate matters and financial documentation during grieving.

Estate Management:

Assistance with transferring assets, updating beneficiaries, and managing inheritance taxes.

Income Strategy Development

Crafting precise plans to sustain income through strategic investments or annuities.

Health Challenges

Estate & Documentation Updates

Ensuring documents reflect current wishes and beneficiaries.

Insurance Review and Management

Evaluating coverage to ensure sufficient protection and understanding benefits.

Adaptive Income & Expenses

Managing finances to accommodate reduced work hours and increased medical costs.

Caregiving

Family Financial Planning

Balancing personal financial needs with the costs of caring for aging parents or children.

Long-Term Care & Healthcare

Solutions for potential long-term care needs for caregivers and dependents.

Support Network & Resources

Connecting with community resources for additional support and financial relief.

Divorce

Pre-Divorce Financial Planning

Guidance on asset evaluation and understanding the financial implications of divorce.

Equitable Asset Division Analysis

Advice to ensure a fair division of assets, including property, savings, and retirement funds.

Post-Divorce Financial Rebuilding

Strategies to re-establish financial stability, manage budgets, and rebuild credit.

Your Team

Whether running a company or a household, you've contributed to your family's wealth. You not only care how it's managed but also understand the importance of working with a trusted financial partner.

WATCH VIDEO