OUR SERVICES

 

The work we do

Our firm is passionate about empowering widows with their financial future.

How can we help you?

Money Management

You work hard and want your wealth to be cared for.  Our solutions are customized for your life-and all its moving parts-in mind.

Financial Planning

Our fiduciary duty is to put you first. There are no hidden costs expenses, or agendas.

Curve Ball Life Planning™

We are there with a plan of action and more than likely a hot cup of tea and a hug.

Second Act Retirement Coaching™

Intentionally plan your retirement. Our coaching puts you in the director’s seat.

Financial Planning

Our fiduciary duty is to put you first. There are no hidden costs, expenses, or agendas.

Money Management

You work hard and want your wealth to be cared for.  Our solutions are customized for your life-and all its moving parts-in mind.

Curve Ball Life Planning™

We are there with a plan of action and more than likely a hot cup of tea and a hug.

Second Act Retirement Coaching™

Intentionally plan your retirement. Our coaching puts you in the director’s seat.