We feel traditional financial planning falls short to deliver the best advice. To immediately work and take action on every financial concern is not prudent nor productive. Changing financial habits and resolving financial issues can take time and patience. Hiring us on retainer allows us to address those financial issues most critical at the moment. Our holistic approach provides the comfort of making sure your money habits are in concert with your financial path.
As your advocate, we are here to assist you toward success and happiness; whether it is planning a real estate transaction, buying a car, considering estate planning issues, insurance matters, business planning or other important concerns.
Our specialized training and experience is especially helpful to women who experienced divorce, became a widow or just feel they need a financial husband for guidance with no judgment. Our expertise, empathy and spiritual awareness makes us uniquely qualified to guide you.
We address the most pressing and important concerns first hand to guide you toward financial empowerment. This is a process and we are here as your partner on your path.