Who we serve
Women building wealth
Women often face a planning problem with a different shape — career interrupted for caregiving, a spouse outlived, and the household’s money to manage alone at exactly the point when there is least capacity to learn it.
A longer retirement is a funding problem
If you outlive your spouse, the plan has to fund more years, carry a higher chance of needing long-term care, and survive the drop in household income that a death causes.
Career interruptions compound
Time out for caregiving reduces earnings, retirement contributions and future benefits at the same time, and the effect is largest in the years it is least visible.
Eventually, alone
Bereavement and divorce both end with one person holding the whole picture. Building that familiarity in advance is far easier than acquiring it in the middle of either.
Being talked to, not past
She has published on how the profession runs this conversation — the article is “How to champion women in wealth-building conversations”. Its argument is hers to summarize; only the title is published where it can be read, so it is not paraphrased here.
The published profile
What she publishes about who this engagement fits
One published client profile covers every group on this site — there is no separate offering for any of them:
- Individuals or couples ages 40–60
- Household income of $150,000+ — most clients are in the $250,000–$400,000 range
- Hybrid income: you earn both W2 and 1099 income
- Able and willing to commit at least a few hundred dollars per month — often $500–$750+
- You want to delegate complexity and work with a CFP®
And next to it, deliberately, the referral policy: We gladly accept referrals from our clients for their family, friends, and colleagues — regardless of present financial position.
What tends to bring people here
The events this group most often arrives with
Planning after the death of a spouse or parent
“What has to be decided this month, and what can safely wait a year?”
Planning through a divorce
“What does one household look like, on this income, from here?”
Planning for long-term care
“If care is needed for years rather than months, who pays, and out of what?”
Why this page exists
What this one is anchored to
No audience on this site is claimed because it would be useful to claim it. Each one is anchored to a documented talk, book, article, affiliation, or her own published client profile.
Anchor
Her published InvestmentNews article “How to champion women in wealth-building conversations” — TITLE ONLY; its contents are not published where they can be read, so nothing here characterizes what it argues. Also her InvestmentNews Women to Watch Trailblazer of the Year finalist recognition, and Zeta Phi Beta Woman of the Year 2024.
I am credentialed, I’m credible, and I’m called.
One free hour. No numbers required.
Bring the situation, not the spreadsheets. She starts every first conversation with where you want to go, not what you have.