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Women and Financial Planning

<strong><br /><br />Helping women gain the confidence they need to take control of their financial security for today and the unknown of tomorrow.</strong>



Helping women gain the confidence they need to take control of their financial security for today and the unknown of tomorrow.

I have been a single mother, divorced, a mom in a blended family, and now I am a widow. I also saw my role with my mother change when she reached age 90 and lost some of her independence. I became more of the "mother" and she became more of the "daughter".

I run a women's wealth management practice working with women in all stage of their lives. This does not mean I do not work with men, I do have men as clients, but the majority of my clients are women.


Typical stages of a woman's life are: building a career, being a wife, being a mother, and finding themselves suddenly alone. A woman can find herself suddenly alone due to divorce or loss of her loved one. Losing a loved one is not just for the older woman; loss can happen at any stage of life, and divorce is not just for the young. More and more women are facing divorce after 25+ years of marriage.

As many as 80 - 90%* of women will be solely responsible for managing their own money at some time in their life.

I believe women want true financial independence. But what does this look like and how does a woman go about building her "house of financial security?"

I believe I can help and I would be honored to be your financial professional of choice.


*Wojnar, K. and Meek, C. "Women's View of WEalth and the Planning Process," Advisor Perspectives, March 1, 2011.

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