Who We Serve

Our clients are busy, smart women – single, divorced, widowed, married – who are responsible for their finances.

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Our Ambition

We are committed to helping women pursue personal financial success through all stages of life.

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Why Us

We help our clients feel understood, respected and empowered.

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Our Team


Over the past year, we’ve all felt the effects of the coronavirus pandemic in one way or another. But, as the job losses and unemployment numbers tell us, it’s staggeringly clear that women—particularly women of color—have been disproportionately affected. Women have lost or scaled back their careers, with their labor force participation now at a 30-year low.
It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you from becoming overwhelmed in the event that you develop a chronic illness, disability or other condition. By planning your care now, you’ll be more likely to have greater control over significant decisions and remain comfortable as you get older. Here are some ways that you can...