About Us
An honest, devoted partner to help you navigate your finances
MEET STEVE SINGER AND
GRANDDAUGHTER BELLA
I understand what you're going through and I want to help
My desire to work with widowed, divorced, and single women stems from the fact that I witnessed the financial challenges that a single woman can encounter. As the oldest of three children when my parents divorced, I was thrust into the role of a surrogate father and partner since my mother had no one else to turn to.
Money was always hard to come by and our financial problems were always difficult to solve. This experience occurred in the late 60s and early 70s when women were not treated equally to men in so many respects, particularly in the financial and work environments.
I wanted to use my college education degree to teach others about the subjects of finance and investing as these were areas that my mother was never educated in and struggled to understand.
After a brief tenure as a school teacher, I entered the financial services industry in 1980 because I wanted to address the financial needs of single women and make a positive impact on their lives as it relates to their finances and their feeling of self-worth.
OUR
PHILOSOPHY
Taking the time to understand your financial questions and overcome your money concerns
Financial success is a matter of choice, not chance. There’s only one way to understand your financial concerns, and that's to be an excellent listener. By listening, we can understand your concerns, goals, and values and help craft a plan that will result in an increased degree of financial well-being and life satisfaction.
90% of women will manage their own money at some point in their lives. Doesn't it make sense to empower yourself so that you are in control of your finances? We are here to help you do that.
Live a meaningful and purposeful life by using your money toward your unique values and priorities.
We will always treat you with respect, and we will always be very candid with you regarding your situation. This is why our average client relationship exceeds 22 years with our longest client relationships in excess of 40 years.
OUR CODE OF
ETHICS
Putting your interests first at all times!
We will fully disclose and fairly manage, in your favor, any unavoidable conflicts
We will act with the skill, care, diligence and good judgement of a professional.
We will never mislead you and will provide conspicuous, full and fair disclosure of all important facts
We will avoid conflicts of interest and will always put your interests first
FAQ’S
Frequently Asked Questions
If you want an honest, caring partner to help you move forward along your unique path, consider us.
We work best with women between the ages of 45-85 who want to make informed decisions about their financial future and want to face their financial future with anticipation rather than apprehension.
We will clearly state what the cost will be for the work that we will provide on your behalf before any work is initiated. We believe in complete transparency regarding this issue.
Yes, the introduction or “Fit” meeting is without any obligation or cost. The meeting is to determine whether we are right for each other. No decision by either party will be made at the first meeting.
We pride ourselves on returning calls and emails within 3 hours under normal circumstances. Questions are always welcome at any time without any additional cost.
We will meet with a client as often as the client wants to meet. This can be in person, via a telephone call, Zoom, or email.
Yes, no matter where you reside, we can assist you.
We focus on your unique values as they pertain to your money and then use your money to address those values. Once your money and your values are in synch, you will lead a richer, happier life.
10 TOP
QUESTIONS
The Top 10 Questions to Ask Your Financial Advisor Before You Hire Them
Choosing the right advisor is important, and being equipped with these top 10 questions to discuss before you dive in can help you find clarity in your decision.
You may have come to the realization that you are in need of help with your finances, but you are wanting truly objective and common sense advice. You are not alone. Only 1 in 5 Americans are confident about their financial future according to a study by the non-profit American Savings Educational Council. Only 1 in 3 Americans feel they have control over their financial future!
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QUESTION?
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