a widow looking for wealth management solutions with your whole life-and all its moving parts-in mind.
Trusted confidantes, dream architects, authentic, thoughtful, straight-shooters. We work with people throughout the nation to create a life and legacy they desire.
Women with their wealth. Our innovative Future Focus Quest™ is designed to ask thoughtful questions to build the most realistic and strategic plan.
Money matters. As a Registered Investment Advisory firm (RIA), we’re beholden to no one but you. Our fees are transparent and there are no hidden costs or expenses.
What happens when life throws you a curve ball?
Preparing for the unthinkable before or when it happens just got easier.
If you’re looking for a checklist of what to do before you or your spouse dies to prepare or how to rebuild your personal and financial life after the loss of a spouse, we have you covered.
Life threw you a curve ball. Now Valentine’s Day is around the corner and as a widow, you may...January 4, 2020
The best way to start and end a year is with clarity. Lisa sat in her favorite chair. Outside...January 1, 2020
“As a financial coach, we may help clients to figure out their ‘why’ in what’s really important in achieving...December 23, 2019