Helping women navigate their path to financial security
Compassion centered financial advice, deep-seated in relationships
Anchored in knowledge, expertise and wisdom
Start with my FREE Financial Satisfaction Assessment
WHAT’S ON
YOUR MIND?
Don't let financial uncertainty block your retirement path
Understanding your core concerns, questions and values is critical to helping you attain a secure retirement path. A qualified financial retirement planner can assist in addressing key questions such as:
- Will I have enough money in retirement?
- When should I start taking my Social Security benefits?
- When and how should I start taking my retirement money?
- How do I maximize my Social Security benefits?
- How would I describe a life well-lived?
WHAT
WE DO
Your Trusted Source for Retirement Planning for Single Women, Age 45+
Financial Wellness Program
Align your current financial situation with the financial outcomes you wish to achieve
From retirement income strategies to financial goals to achieve, to designing a purposeful and meaningful retirement, our financial plans will illustrate where you are now and how you can get to where you want to be.
Investment Management
Determine which investments work with your risk tolerance, financial goals and values.
Are your investments in line with your risk tolerance, financial goals and values? Let us help you organize your investments in a way that helps you achieve your personal and financial goals and provide you with the retirement income that you desire.
Social Security Planning
Social Security can be an important source of income for you
When should you claim Social Security?
How does Social Security affect a divorce?
How does Social Security affect a widow?
What if you apply early for Social Security?
WHO WE
WORK WITH
Your trusted source of retirement planning for women who want to face their financial future with anticipation rather than apprehension
Working best with single women who are 45-85 years old and want to make informed decisions about their financial future.
LEARN MORE ABOUT WHO WE WORK WITH
CLIENT SUCCESS
STORIES
Your interests come first, always.
On the heels of a recent retirement, Ann lost her husband. She was also in possession of an inheritance from her parents, but Ann felt uncertain about what to do next.
Barbara was recently retired and single when she was diagnosed with cancer. She was an owner of income-producing property which she depended upon to maintain her financial lifestyle.
Wendy was ending her 40-year working career and needed direction around retirement and whether she would have enough money to retire as she had always dreamed about.
WHY WE DO
WHAT WE DO
Your trusted financial planning firm for women that understands what you're going through and ready to help.
You will be provided with financial guidance and education
to increase your sense of financial well-being and
life satisfaction. When you choose us as your financial retirement planner,
you are choosing a dedicated partner, and you can always expect:
TRANSPARENT, PROMPT COMMUNICATION
PERSONALIZED FINANCIAL GUIDANCE
SKILLFUL, INTENTIONAL PLANS
HONEST UNBIASED SERVICES
HOW CAN WE
HELP YOU?
Listening to you and helping you
along your personalized financial path
Let us help you align your financial goals, investment risk and your personal values
with your investments and financial plan, one step at a time.
HAVE A
QUESTION?
We've got answers
Contact us today for more information about retirement planning in West Los Angeles.
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