Do you have a good relationship with your money?
Money in the Hands of Women
How many retirement accounts do you own? If you own any qualified accounts such as a 401(k) or IRA, you are already heading toward a substantial tax bill coming due once you start to draw income.
Protected Personal Pension
Whether you are single or married, have a long-term objective to save for a specific goal, or want to leave a legacy, we can help with strategies that are designed to meet your unique needs.
Private Wealth Management
Women deserve the opportunity to build wealth. Traditional financial planning focuses on managing market volatility. We work to increase your potential returns factoring in women's pay gap, less time in the workforce, and longer lifespan.
Jennifer is a Certified Divorce Financial Analyst CDFA®, Certified Money Coach CMC®, and Private Wealth Advisor who is very passionate about the effects finances have on women's lives. With energizing presence, she empowers women to transform their financial lives in a meaningful way through the proprietary 3 C's - Collaboration, Clarity, and Confidence. Her easy step-by-step process takes her clients through an amazing life-changing journey.