to the future
Working with you,
peace of mind
your needs and goals
Working to meet your personal needs
My clients are women in transition. Some have worked hard, alongside their spouses, over many years to build a comfortable life, but now things have changed. Death or divorce has upended their carefully laid plans. Others have been on their own their whole adult lives, working hard in demanding careers. They’re looking to downshift and pursue a small business idea or some other passion in semi or full retirement.
Together with my clients, we explore current realities, future goals and time horizons. We look at income and expenses, assets and debts. We discuss their investment experience and comfort level with risk, to determine the most appropriate way to invest their savings buckets. And together, we draw a road map to guide their financial futures.
HOW I WORK
Building a thoughtful financial plan in which you can have confidence does take some time. Plans typically cost $5,000 – $7,000 to craft. I charge $300 per hour for work done beyond that, such as in our annual reviews.