Women Investing

I have been a financial advisor over two decades. There were a number of times that women clients suddenly found themselves on their own, either with the passing of their spouses or through divorce/separation. As their financial advisor I was committed to walking their journeys with them to build a stable financial future and rebuild their lives. I am still committed to that today and am committed to doing so with any of my women clients that may go through these life-altering changes.

To ensure they are comfortable on their new journey, we review their individual situation to identify the issues that need to be addressed. This could include doing a cash flow plan, reviewing their will and power of attorney, and meeting their children (if any). I will then take the time to educate and help them to understand their current financial situation. I know how important it is to have patience and empathy during these circumstances.