We Use Financial Planning as a Tool to Empower Women
You’re great at what you do. Whether you’re sporting a suit jacket every day or caring for loved ones full time, you’re a force to be reckoned with. But when it comes to understanding and preserving your wealth, you may not be so financially fluent. And that’s okay, it’s why we’re here.
Our Team Is Dedicated to Helping Women and Couples Including:
When it comes to saving money before retirement, you only get one chance to do it right. We’ll help you understand how much you’ll need to get and stay retired, as well as what sources of income may be best for you throughout your retirement.
We understand you face unique financial challenges as you decide what accounts to access and when throughout your retirement. Our founder, Vickie, has spent more than 20 years helping people just like you preserve their wealth and establish a legacy for future generations.
During one of the most vulnerable times any woman can face in her life, we’re here for you. When Vickie’s mother lost her husband, she needed a shoulder to lean on and a hand to hold. While Vickie was there to help determine what comes next financially, she also understood that the process cannot be rushed. Today, Vickie is here to hold your hand through this journey, just like she held her mother’s hand through hers.
Vickie is a businesswoman herself. That means that we understand the financial demands you face working in a male-dominated industry. Because our firm is run by professional women, we know what day-to-day challenges and financial complexities you face. And because we understand financial planning can be challenging, we’ll create conversations that both educate and clarify while addressing any concerns you may have.