Who We Help
The surest way to disappoint people is to try to be everything to everyone.
Nothing is more frustrating than investing a significant amount of time into something, only to find out that it is not what you were expecting or needed. We feel the same way! For this reason, we want to be absolutely clear who we help. We believe that the financial industry has largely failed when it comes to serving the needs of women. We want to empower those women in their financial decisions. Our clients can be single, married, widowed or divorced. They also have the following attributes: