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Our passion is to educate and empower women to make sound financial decisions based both on the numbers AND their life goals. 
We believe that by continuing to learn and grow you can remain independent while achieving the life you envision. Whether your hope is to help your children or grandchildren or travel the world, we can help you make informed decisions about the things that are most meaningful to you.

Educational opportunities are offered via in-person Seminar or Webinar

Retirement Planning

  • Creating a Retirement Income Strategy
  • Maximizing your Social Security Benefit
  • Medicare & Retirement Healthcare Costs
  • Retirement Housing Options
  • Retirement Tax Strategies
  • Understanding IRAs

Generational/Legacy Planning

Navigating Divorce, What Women Need to Know

College Funding

The Caregiving Challenge

Understanding the New Tax Law