FAQs
Check out our most frequently asked questions.
We are glad you are here!
We receive countless inquiries from individuals navigating their financial journeys, especially regarding how to find the right financial planner.
Are you searching for a lifelong relationship with a financial planner who will serve as your advocate and mentor? Your search ends here! We’re thrilled to have you join our empowering journey for your financial freedom.
If you have any questions not addressed here, please don’t hesitate to get in touch. We would love to hear from you!
Not ready to work with a financial advisor but want to gain financial confidence on your own? Join our Women’s Wealth Club for free today. We advocate for each other and share invaluable resources and tools for those who value knowledge and love learning.
We help our clients build the financial life they want around their specific goals. While we don’t have a minimum asset requirement, we typically work with women over 45 who have more than $1,000,000 in investable assets. This is where our comprehensive and extensive financial planning services deliver the greatest value.
I’d be happy to connect you with other qualified advisors who may better align with your specific needs. Additionally, you can visit Let’s Make a Plan to find a Certified Financial Planner (CFP®) in your local area or with expertise in specific areas, including unique needs or language preferences.
If you’re interested, you can also schedule an initial complimentary call with us to explore whether we’d be a good fit.
Yes, certainly. We function as the central hub of your core professional team, so each professional including an estate planning attorney and an accountant aligns with your overarching financial objectives. Tax planning is integral to the comprehensive financial planning we provide, particularly for clients seeking to minimize tax burdens in their retirement.
We can also provide necessary referrals that can be beneficial for your overall financial plan if needed.
Contact us today to learn which professionals you need in your core professional team to optimize your financial future.
Divorce attorneys guide the legal aspects of divorce. Certified Divorce Financial Analysts provide financial guidance for those going through divorce and after divorce so that you feel confident about your new financial life. We provide benefits during divorce because we can optimize your time spent with your divorce attorney or mediator. You will be surprised at how much time and effort you will save by having designated professionals for each area such as a therapist for your mental burdens during divorce and a CDFA for your financial life. You can learn more about how we can help in our complimentary strategy session.
That’s understandable. This is a big decision whether this is your first time deciding to work with someone for your financial future or you are looking to change who you work with.
Don’t hesitate to email us with any questions you might have or book a complimentary call with us to learn more. We are here to answer any questions you might have.
We are not looking for a short-term relationship or transactional relationship with our clients. Hence, it’s really important for you to understand our values and focus before making a commitment. Therefore, I encourage you to follow us on social media such as Facebook or LinkedIn.
Additionally, feel free to join our exclusive Women’s Wealth Club to receive invaluable resources and tools to equip yourself with helpful insights and knowledge.
Still Have Questions?
We believe that strong communication is crucial for building a strong relationship. Don’t hesitate to reach out with any other questions you might have because we are here to support you.