Planning for a confident future

Whether planning to travel overseas, build a summer home or help your daughter launch a business, you need a well-conceived plan. As your knowledgeable partner, we can help women investors like you pursue financial success with a comprehensive wealth management plan that charts a detailed course for pursuing a bright and secure future.

Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Financial planning

From education to legacy planning, and everything in between, we start by building a plan to help you invest for life – your life. With a focus on the long term, our goal is to educate you and align solutions with your evolving needs.

Our financial plans offer a high-degree of personalization that matches your investments to your goals and ability to take on risk. We analyze each potential opportunity to find just the right ones for you, your family and your goals, while also helping to manage your risks so you feel confident in your complete financial picture.

Our team utilizes Goal Planning & Monitoring, a visual and collaborative financial planning tool, to help align financial decisions with your vision of retirement and other highly personalized goals. This powerful resource, used in conjunction with our deep planning experience, helps us ensure that your goals and our strategy for pursuing them are well-defined.

The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.

Balancing multiple priorities

Identifying which needs to address today while setting and working toward goals for tomorrow often seems like a daunting task. That’s where we can help as your trusted partner in planning – to listen carefully to your concerns, thoroughly answer all of your questions and fully explain each investment and strategy we recommend.

We also work closely with your other professional advisors – such as your CPA, attorney and insurance agent – or, if none are in place, make referrals, with the goal of helping you establish a complete financial planning team who can address your needs and assist you in setting realistic, attainable objectives.

Risk management

You’ve made sacrifices to get to where you are today – one reason it’s so important to work with a trusted partner to help you keep more of the wealth you’ve earned. Minimizing tax implications and navigating times of market turbulence are concerns where it’s especially important to have a knowledgeable wealth management team in place. We can help by constructing and strategically adjusting your portfolio to help you stay on track to meet your goals and preserve your wealth.

Longevity planning

Through careful retirement income planning and disciplined investing, we can plan for the money you need to live in retirement – to help preserve your wealth and maintain your lifestyle. Our team can create a plan for sustainable monthly withdrawals from your investment portfolio and design your plan around wealth management needs such as income projections, distribution planning, estate and legacy planning, and life insurance, long-term care and healthcare needs.

Multigenerational planning

Through evaluation and analysis, our team helps proactively transition control of wealth across generations as your family evolves. In collaboration with your other trusted advisors, we create an orderly transition of wealth that considers taxes, issues of control, and streams of income to support your family and charitable legacy planning.