How do I build wealth?
How do I maintain my wealth?
How do I use my wealth?
Women face unique challenges when building, maintaining, and using their wealth. They are more likely to take time off to care for children and/or aging family members which leads to gaps in income and savings, the wage gap between men and women persists leading to lower lifetime incomes for women, and on average women live nearly 6 years longer than men meaning their wealth needs to last longer as well.
Our financial lives can be difficult to navigate. We are here to support both single and married women in building and using their wealth. Our financial planning process considers the challenges women face while encouraging them to live their best lives on their terms.
Our lives and careers are not linear, and your financial plan should reflect that. Our ongoing financial planning assists you through the day-to-day parts of your financial life, in addition to supporting you through life-changing transitions such as divorce, the death of a spouse, or inheritance.
How We Help You
- Regular updates of your financial plan
- Planning for sabbaticals, breaks in work, and retirement
- Ongoing monitoring and regular rebalancing of your investment portfolio
- Implementing tax planning strategies
- Optimizing portfolios for tax-efficiency
- Tax loss harvesting
- Managing Required Minimum Distributions (RMDs)
- Monitoring account contributions and withdrawals
- Risk management and estate planning
- Reviewing benefits options
- Social Security and Medicare planning
- Staying abreast of pertinent changes in the tax code
