Women Executives

Many executive women today lead a double life. At home, we typically are the project manager of the family and the primary caregiver. At work we often work twice as hard as our male counterparts and still earn less, have fewer mentors and more difficulty rising to the C-suite or Board level positions. Finding the balance between family life and work is nearly impossible given the 24/7 nature of today's global business environment. With the stress and challenge of work and family, either alone or in a dual-career couple, planning one’s own finances often takes a back seat to other priorities. We can help in the following ways:

• Act as a financial decision- making partner and resource
• Review and recommend employee benefit options
• Assist with stock purchase plans, incentive & NQ stock options and RSUs
• Evaluate deferred compensation and other executive comp plans
• Help you consider the pros & cons of job or career change options
• Develop plans for educating your children
• Work with your CPA on tax planning
• Plan for your retirement
• Establish your legacy plan in conjunction with your Estate Attorney

Our goal is to make your life easier by taking the lead on these matters while keeping you informed and involved in the process. 

We have expertise working with executives in retail and healthcare businesses including hospital, medical equipment and services, pharmaceutical and biotech companies.

Want to connect? Send us an email.