I do my best work with friendly responsible women in their 50s and 60s who have decision making control over balance sheet assets (home, investments, business, retirement plans) of $750,000 or more.
You want to focus on the true values and motivations in your life
You want help developing developing a framework for making choices that have financial and non-financial implications
You like the idea of having an experienced financial guide to partner with you
If you are a woman who is 50 to 70 years old and the descriptions above resonate with you, I invite you to schedule a complimentary phone consultation using the calendar below.