We serve women who value stewardship, save diligently, and strive to be generous. They set aside time to honor the planning process, and realize that small steps today can have a big impact on achieving financial stability—now, and in the years to come.
If you are serious and committed to building a solid financial life, we are here to guide you. We are thorough in our planning approach. First, we will discuss what you value and what you are trying to accomplish. We will review your monthly expenses, risk tolerance, tax situation, current investments, retirement income needs, and will analyze various aspects of your financial life before giving any recommendations.
Financial Planning is a partnership where we both put in a lot of time and effort. We will need to regularly communicate through meetings (virtual or in person), email, and phone to set up a plan for success. Does this describe your commitment to your future? Schedule a call today to take the first step.
Who We Serve And What Is Important To Them
Christian Widows And Single Women In A New Season Of Life. When these women reach out to us, it is usually the first time they are responsible for handling their household finances and investments. They realize that managing wealth is a big responsibility, and they want to make smart decisions and have a trusted financial advisor to collaborate with. They want to be educated so that their financial self-confidence will increase. They don't want to be talked down to, and they want jargon-free conversations in everyday English. These women usually need assistance managing all aspects of their finances and typically engage in Ongoing Comprehensive Financial Planning. Having an experienced sounding board for their decisions is very important to them.
Christian Men Looking For A Trusted Financial Partner. These men are planners! They think ahead to the day when they won't be here to help manage the finances in their home. Often, their wives are not interested or involved in financial planning, and they seek a female advisor to educate and help their wives feel more comfortable. Investment Management is typically a key concern, and these men want to vet a CFP® so that their loved ones are in good hands for the day when they are no longer on this side of Heaven. These men are not the type to check their portfolio daily, nor do they look for a get-rich stock pick. Instead, they are long-term investors who recognize that everyone has blind spots, and they want to minimize and mitigate theirs.
Federally Employed Women who need help navigating the maze of retirement planning as a Fed. These women are smart and super busy with their careers and families. They do not have the time to research all the details. Their TSP allocations are first and foremost on their mind, and they often want to address any shortfalls in retirement income after considering their Social Security and Federal Pension benefits. These women are typically highly organized, love spreadsheets, and appreciate a thorough approach to their financial planning.
Homeschool Families who have multiple priorities and need guidance in what to do first. These families are typically one income and seek guidance with how to steward well now and in the future. Most of them have not thought much about retirement but they realize they need to have a plan in place.
Nice, Friendly People. Sounds simple, because it is. Life is short! We want to have professional relationships we enjoy. Our goal is to work with clients who value professional advice and who want to delegate to a trusted CFP®. Hiring our firm helps our clients make smart financial decisions and frees up their time. It also gives them peace knowing there is a plan in place to reach their financial goals.