Before you schedule a call with us, we thought you’d like to know what type of client we do our best work with. We would be a good fit if you are looking for a long-term relationship with a trusted professional because you are a woman who is:
seeking more control over your finances
wanting to feel better about your money
looking for a financial advocate or coach
adjusting to the loss of a spouse
receiving an inheritance
recovering financially from a divorce
wanting to ensure a secure retirement
Our services are comprehensive, including both financial planning and investment management on an ongoing basis. At this time, we don’t offer financial planning only or hourly advice. Although we want to be of service where it is needed, we have intentionally limited the nubmer of clients we serve so that each client gets the personalized attention they need. If you would like a different type of engagement, a great next step is to visit letsmakeaplan.org. Here you will be able to find a CERTIFIED FINANCIAL PLANNER™ professional near you who fits your needs more appropriately.
If you would like to schedule a call, please take a moment to answer the following questions:
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