Whether you are newly single because of divorce or death of a spouse, or you’ve never married, we understand your unique financial needs. Our experience in advising women for the past 24 years shows us that the single woman wants and needs:

• A seasoned financial advisor that really listens to her and understands her particular needs and addresses each individual issue in terms that make sense.
• A relationship with a financial advisor that keeps her comfortable with investment and financial planning decisions.
• Education about the investment decisions that she needs to make. Monitoring and continued conversation regarding investment performance and the decisions made in the past. (“why did I invest in that?)

We recognize that women approach their financial decisions and needs differently. Each woman we work with has different ideas, different past experiences and unique goals. We take the time to educate you, offer regular meetings and maintain contact, developing a relationship that will be lasting and provide value for you.

Money is emotional. Most women that are wealthy do not perceive themselves that way. Statistically, women would prefer to be poor than to have to make the decisions required of the wealthy. We help our clients to make the transition emotionally and perceive themselves realistically. Therefore they are able to trust their investment choices as they move forward with their lives.

Our expertise and 24 years of experience helps women reach their financial goals, understand and implement them. Our continuous monitoring and updating helps them stay on track.

Our mission is to help you plan – and then to manage and preserve your wealth to achieve your goals.