Women face unique challenges in planning for retirement and reaching financial security


These may include:

  • Time away from the workforce to care for children and other family members

  • Longer life expectancy

  • Financial loss following divorce

  • Greater likelihood of being widowed

  • Lower risk tolerance


The combination of these factors requires specialized financial planning for women with a focus on education and personalized financial planning and portfolio management. Whether you are an entrepreneur, business professional, single parent, retired widow or working through a life transition, your comprehensive financial strategy should start today.

Our goal is to provide women with financial education and planning to empower them to take control of their financial lives. This financial control gives women the confidence and independence to feel secure of their financial future for themselves and their families.



Financial Confidence & Education
Women's Worth: Finding Your Financial Confidence
by Eleanor Blayney


Women in Transition
ABCs of Divorce for Women
by Carol Ann Wilson and Ginita Wall

Teaches the reader what she needs to know to manage the changes in life before, during and after divorce.

Moving Forward on Your Own: A Financial Guidbook for Widows
by Kathleen Rehl, PhD, CFP

Helps widows be more confident, knowledgeable and secure about their money matters during this transition. 


Intergenerational & Family Wealth
Wealth in Families
by Charles W Collier

Provides advice on preserving money skills across generations.


Raising Financially Fit Kids
by Joline Godfrey

Step by step approach to helping kids become habitual savers, smart money managers and responsible decision makers.