Life threw you a curveball.
We’re passionate about empowering widows with their financial future.
Here’s our approach to pulling together your financial (and personal) life.
You are:
a widow looking for wealth management solutions with your whole life-and all its moving parts-in mind.
We are…
Trusted confidantes, dream architects, authentic, thoughtful, straight-shooters. We work with people throughout the nation to create a life and legacy they desire.
We empower…
Women with their wealth. Our innovative Future Focus Quest™ is designed to ask thoughtful questions to build the most realistic and strategic plan.
We believe…
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.
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